Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 291 - 300 of 680 results for "Records"

First Aussie fixed income mandate for global manager

DARREN SNYDER  |  MONDAY, 8 JAN 2018
... Bostic said. Alpha Fund Managers portfolio manager Julien Brodie said both strategies were chosen due to their strong track records of outperformance, attractive fees, and lower than market risk. "The Vontobel Global Equity Fund is a concentrated all-country ...

Majority ready for MiFID II: Spot poll

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... take all the necessary precautions and steps to provide best execution to clients by documenting, monitoring and keeping records of all the data. The financial sector must adapt to a different way of conducting business and get used to a myriad of new ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... provided by Cannon and Pianta is now required to be overseen by an independent expert for three years. In addition, ASIC's records show Fraser has switched licensee five times since June 2012, while Cannon and Pianta have also both been licensed by five ...

FSC finalises life insurance APL guidelines

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... decision for the off APL request within seven business days," the standard explains. Licensees will also need to maintain records of how many insurers are included on the APL and how many "off-label" requests are received and approved each year. The ...

Former Challenger executive joins HUB24

KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
... technological enhancements to enable financial planners to deliver advice more efficiently, including automating the creation of Records of Advice (ROA) and improving record keeping functionalities. Advisers can also view client portfolios holistically ...

CommInsure life insurance ads misleading: ASIC

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
... pressure on doctors to change or alter medical opinions. CommInsure employees were accused of deleting and altering medical records so as to deny claims; part of the confusion around this issue stemmed from a program the insurer used called the Medical ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... first aggregators of financial advisers and accountants, Austchoice. "Colin and Stephen both have long and proven track records in successfully growing administration solutions businesses that meet changes in financial adviser demands and the needs of ...

C is the key

BENJAMIN ONG  |  WEDNESDAY, 22 NOV 2017
... 8.5% from 1.9% a month before. Still low, but rising nonetheless. But with Wall Street again proving the saying that "records are meant to be broken" overnight, the Fed could afford to do just that were it not for the still missing pick-up in inflation. ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records of Advice (ROA), as a new functionality will help improve record keeping and enable better communication with clients. Advisers ...

Australian business conditions gone gangbusters

BENJAMIN ONG  |  WEDNESDAY, 15 NOV 2017
... 2.0% from the record low 1.9% rate seen over the past three quarters. Hey, perhaps that's why business conditions are at records... they're getting away with paying workers peanuts!