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Showing 3471 - 3480 of 8611 results for "DIF"

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
Latest research from the Financial Planning Association of Australia (FPA) shows parents accessing financial advice are more likely to discuss financial matters with their children. The FPA's 'Share the Dream' report explores the impact ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
Retail investors are fuelling changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert. State Street Global Advisors SPDR head of practice management ...

Global equities fund purges tobacco, fossil fuels

KANIKA SOOD  |  FRIDAY, 17 AUG 2018
An international equities fund that holds about $300 million of Aussie insto money is purging itself clean of all investments in tobacco and fossil fuels. Vontobel is a Swiss asset manager with $167 billion in assets under management. About 11.4% of ...

Intra-fund advice conflicted: Royal Commission

KARREN VERGARA  |  THURSDAY, 16 AUG 2018
Colonial First State admitted to falling below community standards when it crafted poor communication to super fund members to dissuade them from moving to a cheaper default option. One financial adviser was banned in the process, the Royal Commission ...

Frequent traders re-evaluate broking landscape

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
Online brokers are being presented with a new business case to capture the most frequent traders - a group which has spiked in its considerations about switching broking platforms. Research firm Investment Trends said 9% of traders which transact more ...

Customer data protections progress

DARREN SNYDER  |  WEDNESDAY, 15 AUG 2018
Wealth management firms have an opportunity to set the course around how they better deliver customer-oriented solutions following the Federal Government's release of draft legislation on the Consumer Data Right. The Consumer Data Right is aimed to ...

Finding value in Fairfax

JAMIE WILLIAMSON  |  WEDNESDAY, 15 AUG 2018
There are signs of life in Fairfax yet but the big banks are less promising, according to Auscap Asset Management. Speaking at the Financial Standard Adviser Big Day Out in Wollongong this morning, Auscap head of distribution Lee Hopperton provided ...

Poor systems delay MySuper transitions: CFS

KARREN VERGARA  |  WEDNESDAY, 15 AUG 2018
Operational constraints and poor systems once again took a beating at this morning's Royal Commission hearing, contributing to what Colonial First State admits was a lengthy transition of members to MySuper products. CFS executive general manager ...

Chief economist update: Small business is big business

BENJAMIN ONG  |  WEDNESDAY, 15 AUG 2018
"I want to thank all of you, the small business owners, who are the engine of American prosperity. And, you know, I've been saying it for a long time, but you really are. You look at even the stats and you look at the numbers. You look at the taxes ...

GBST Australian revenues dip, UK picks up

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
The 34-year-old fintech's Australian business revenues fell last financial year, just as its UK business delivered strong earnings growth. GBST is a provider of administration for wealth management, capital market and retail broking businesses. Its ...