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Showing 371 - 380 of 1413 results for "ROA"

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
The Financial Planning Association of Australia has launched a digital version of the Record of Advice (ROA) solution 'template' to support members who have been inundated with requests for advice, following the strong demand for early super access. ...

Gargantuan stimulus needed to survive economic disaster

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
Economic experts are calling on the government to commit to "gargantuan" fiscal stimulus measures, amounting to at least 15-20% of Australia's GDP per year for the next two to three years. Anything less, they argue, will run the risk of a debt-default ...

Boutique launches new Aussie equities fund

KANIKA SOOD  |  THURSDAY, 23 APR 2020
COVID-19 shut downs and volatility are not holding back a Sydney-based boutique's plans to launch a new fund. Contact Asset Management tested its new small/mid cap fund via a paper portfolio for 18 months, before hitting launch in mid-March. The ...

Best, worst performing Aussie equities funds

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
Morningstar has revealed the Australian equities funds that topped and tanked during the March quarter, which ended with S&P/ASX 200 falling nearly 30% from its February 20 all-time high. The quarter saw the main benchmarks for large cap Australian ...

COVID-19 to lead to deglobalisation: Amundi

ALLY SELBY  |  TUESDAY, 21 APR 2020
Despite improving investor sentiment and inflows into emerging markets, the coronavirus pandemic will have a significant economic impact on several countries, as they struggle to manage the health emergency. That's according to Amundi Asset Mangement ...

Listed infrastructure mispriced: FSI

HARRISON WORLEY  |  WEDNESDAY, 15 APR 2020
First Sentier Investors believes listed infrastructure has been mispriced as a result of COVID-19 pandemic, creating a buying opportunity for shrewd investors. First Sentier deputy head of global listed infrastructure Andrew Greenup said global listed ...

ASIC provides relief around early super access advice

JAMIE WILLIAMSON  |  TUESDAY, 14 APR 2020
ASIC has announced three temporary measures to assist the industry with providing affordable and timely advice during the COVID-19 crisis. It has also confirmed it is delaying its work on grandfathered conflicted remuneration and life insurance advice. ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
In an industry known for its reliance on pen and paper, financial advisers have been quick to pivot their business models in the face of COVID-19 and embrace technology. For tech-savvy advisers the COVID-19 spurred shutdown will likely see no material ...

Not at the bottom, yet: Research

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
Retail investors believe the market has further to fall before it hits the bottom, yet remain optimistic about the future. Latest Investment Trends research shows retail investors hold a positive view of the future, despite feeling that we haven't yet ...

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Former Yellow Brick Road national advice manager Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director ...