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Showing 321 - 330 of 575 results for "Directed"

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
An overwhelming number of retail investors are turning to financial advice rather than single-handedly making investment decisions on their own. About half (45%) of 4000 investors are using financial planners purely to help manage financial risks, while ...

Future of ANZ Wealth uncertain amid profit slide

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... Elliott said this was being done to create a "much less hierarchical ANZ, one built around small, collaborative, self-directed teams focused on delivering continuous improvement in the customer experience."

Poor compliance sees AFSL suspended

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2017
... number of services including general financial product advice and custodial or depository services other than investor directed portfolio services for wholesale clients. ASIC commissioner John Price said: "Licensees are required to lodge financial statements ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
... investors. The report identifies four distinct types of SMSF investors: the Outsourcer (13%), Coach Seeker (22%), Self-Directed Investor (30%) and the Controller (35%). CBA head of SMSF customers Marcus Evans said that as the sector matured, SMSF members ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... than 50% of the portfolio is invested in just one investment type outside of managed funds. AMP Capital head of self-directed wealth and SMSF Tim Keegan says this presents an opportunity for advisers to help SMSF trustees construct their portfolios and ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... customers." The course requires 20 hours of online study for completion, and all those that achieve the qualification are directed to advise clients to seek guidance from an appropriately qualified professional should they seek more personalised financial ...

Bravura continues to grow

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... segments." "The many challenges faced by our clients globally including, complex regulatory change, demand for mobile and self-directed technology, rapid product innovation, cost and margin pressures, and the need for scalable technology plays directly ...

Super funds receive guidance on RG97

DARREN SNYDER  |  TUESDAY, 21 FEB 2017
... readily available. To be eligible for the extended transition, super fund trustees, responsible entities and investor directed portfolio service (IDPS) operators must provide certain fees and costs information to ASIC using a form published on the regulators ...

Government to aid growth of social impact investment

EMMA RAPAPORT  |  MONDAY, 30 JAN 2017
... response to the 2016 Affordable Housing Working Group, industry superannuation funds put forward several financing models directed at addressing Australia's supply of affordable housing. Both industry super funds and banks have called on the federal ...

Instos must stress test: Mercer

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2017
... risk," reads Mercer's 2017 Investment Themes and Opportunities report. Investors with inflation-linked liabilities are directed toward direct inflation hedges and real assets, as inflation is expected to be influenced by the scale and pace of fiscal ...