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Showing 301 - 310 of 1043 results for "Mutual"

Climate threat pushes Aussies to sustainability

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
Mutual fund assets in sustainable investments surged 23% in 2019, as Aussie investors wake up to the "critical threat" of climate change. Singapore based research and consulting firm Cerulli Associates found that the sector recorded $1.2 billion in ...

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
There is disconnect between what investors value from their advisers and what advisers believe investors value, leading to frustration and a breakdown in advisory relationships. That's according to the latest research coming out of Morningstar, which ...

Most complained about super funds revealed

JAMIE WILLIAMSON  |  FRIDAY, 7 FEB 2020
... to the fund itself, the data reveals. Rainmaker's analysis found that while half of the complaints were resolved by mutual agreement, of the complaints that were contested super funds were much more successful at refuting complaints than members ...

OneVue takes control of Madison

JAMIE WILLIAMSON  |  THURSDAY, 6 FEB 2020
... network and broader financial services community. "Our community has welcomed great businesses, carefully selected based on mutual values, beliefs and aspirations when it comes to providing advice to Australians. Our focus is on contributing with courage ...

Class action accuses CFS of dodgy insurance fees

ELIZABETH MCARTHUR  |  THURSDAY, 23 JAN 2020
Shine Lawyers today filed a class action against Colonial First State alleging that hundreds of thousands of Australians were charged excessive insurance premiums. The action alleges CFS, as Commonwealth Bank's superannuation provider, put members into ...

Investment Leadership Awards finalists revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JAN 2020
... AUSTRALIAN EQUITIES - ACTIVE CORE Greencape Broadcap Fund Greencape High Conviction Fund Macquarie Australian Shares Fund Mutual 50 Leaders Australian Shares Plato Australian Shares Income Fund AUSTRALIAN EQUITIES - HIGH PERFORMANCE AB Managed Volatility ...

Chief economist update: Brexit - the news that was

BENJAMIN ONG  |  FRIDAY, 10 JAN 2020
"MPs voted to give third reading to the Withdrawal Agreement Bill (WAB) by 330 to 231 - a majority of 99 - which allows the bill to sail through to the House of Lords where peers will begin line by line scrutiny next week." This the latest news from ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... government and domestic and overseas regulation are well regarded and the board looks forward to her contribution for the mutual benefit of the Xplore Wealth business, its clients and shareholders." Berry was a financial adviser who ran her own practice ...

CommInsure cops $700k hawking fine

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
CommInsure has been fined $700,000 after pleading guilty to hawking offences. The Colonial Mutual Life Assurance Society - a Commonwealth Bank subsidiary trading as CommInsure - has been convicted of 87 counts of offering to sell insurance products ...

Industry still shy of flat dollar fees: Frontier

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
A report from Frontier Advisors suggests superannuation funds and investment managers are still not comfortable with flat dollar fees. The report, titled 'Managing costs and aligning interests: A decade on', written by director Fiona Trafford-Walker ...