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Showing 331 - 340 of 576 results for "Directed"

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 ...

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
... incorrect." "There is a record of the interaction between the branch staff member and the customer. This confirms that Kataryna directed his funds to be placed into an at call account so that he could complete the construction of his new home under contracts ...

NAB partners for SMSF establishment service

ALEX BURKE  |  THURSDAY, 5 JAN 2017
... market competitors because it does not take nor pay commissions or charge transfer payments. NAB general manager of self-directed wealth Nathan Walsh said: "We know how much of a burden compliance and paperwork is for investors. We want to not only make ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... enable data sharing with existing financial planning software. Sahgal noted Macrovue is not a wrap platform or investor directed portfolio service, does not pool funds or combine trades and, most importantly, does not charge funds under management fees. ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... SMSF Suite received more than 200,000 unique visits from January to August 2016. AMP Capital's head of SMSF and self-directed wealth, Tim Keegan said the group is passionate about innovation and has invested heavily in its online offerings since 2014 ...

ASIC probe reveals 185 more CBA compo cases

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... contacted CFP and FW after receiving letters claiming they had not received advice or that transactions had been client directed. After receiving the letters the licensees agreed the clients received advice and conducted a review of that advice. The ...

Super funds must do better digitally

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... and talk to an adviser. One of the key reasons funds are coming to us is because we are delivering an end-to-end, self-directed advice journey but we're not looking to take over - we're there to support the fund, not to disrupt them." Decimal already ...

Shadow Treasurer slams governance bill

DARREN SNYDER  |  WEDNESDAY, 23 NOV 2016
... offerings inside their respective funds as an attempt to heed the erosion of members' balances. This was a firm reminder directed at super trustees and the minister is consulting with the recently established Superannuation Industry Working Group on ...

Australian private equity driving M&A

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
... include health & allied services and child care. "Home care is the hot trend, with Government policy favouring consumer directed care. This has led to increased interest by PE in allied health services in both the aged care and disability sectors, with ...

Australian-first fund exceeds target

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
... locally-managed global market neutral fund, has achieved beyond the $40 million minimum as a result of strong interest from self-directed investors. WGF provides investors with access to an actively managed portfolio of global equities in a market neutral ...