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Showing 291 - 300 of 842 results for "Basic"

Default options safeguard retirement savings: Research

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... score higher in tests of financial literacy than younger people or those in other countries, but about half of them answer basic questions about inflation, interest rates, and diversification incorrectly," Bateman said. Research previously undertaken ...

Glaucus defends Blue Sky allegations

ALEX BURKE  |  FRIDAY, 6 APR 2018
... recriminations. We simply do not see how investors can have any confidence in a Blue Sky management team that cannot answer basic questions about its fee structure, AUM and historic performance," Glaucus said. Glaucus called on Blue Sky to "match the ...

Advisers underprepared for cyber risk high-stakes

DARREN SNYDER  |  WEDNESDAY, 14 MAR 2018
... technicians. The most common cyber incidents are caused by malware or phishing emails which indicate there is a lack of basic security hygiene in the industry, Plummer said. "Customer information is of the utmost importance, and the survey revealed that ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... retirement age, Babbel said he activated as many as seven short-term annuities with different providers. That involved looking at basic income needs, such as the gap between the Age Pension and account-based pensions for example, and calculating the ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... generation, is a natural part of sharing their life story online," she said. Sakellaris said crowd-funding is also helping meet basic individual needs such as medical care and funeral costs. The ASX-listed health, wealth and living group's profit hit ...

Conflicted SMSF auditor disqualified

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
A self-managed superannuation fund auditor found to be in breach of basic independence rules was disqualified by ASIC. Robert Mark Taylor was disqualified for breaching auditor independence requirements outlined in APES 110 Code of Ethics for Professional ...

Equity factor investing undergoes further examination

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... choices and the statistical beta-based risk analysis. Analysis of the extreme risk of factor portfolios is still fairly basic and does not really allow the extreme risks to be appreciated, the researchers said.

Australia's wealth gap deepens: Oxfam

KARREN VERGARA  |  TUESDAY, 23 JAN 2018
Australian billionaires amassed a $115.4 billion fortune in FY17, representing a 140% jump since the Global Financial Crisis, according to an Oxfam analysis. The Oxfam Growing Gulf Between Work and Wealth paper found Australia's richest 1% had more ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... legally valid. But you can make the process of having one professionally drafted very efficient if you think through a few basic steps before your consultation with your estate planner or lawyer." It's often the case that people who don't get specialist ...

AustralianSuper embraces goals-based advice

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... actually are," Blackmore said. In a related blog post, Blackmore said the switch "will take AustralianSuper's offering from a basic reactive proposition to one that will proactively help, educate and guide members to achieve comfort, confidence and adequacy ...