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Showing 391 - 400 of 1613 results for "Recommended"

Charities call for further stimulus

ALLY SELBY  |  WEDNESDAY, 3 JUN 2020
... directly affected by the COVID crisis." In addition to calls for a gradual transition from JobKeeper payments, the report recommended the government create a charities transformation fund to help organisations transition to the 'new normal'. It also ...

FSC calls for SMSF access to infrastructure

ELIZA BAVIN  |  WEDNESDAY, 3 JUN 2020
... creation of tailored vehicles for greenfield projects, such as community housing." As part of its report the FSC also recommended the abolition of stamp duties on life insurance products and property. "Stamp duties on life insurance cost Australians ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... clients. "He provided insurance advice that would generate large commissions for himself, regardless of whether the recommended products were appropriate for his clients," the regulator said. "The banning of Mr Lewis is part of ASIC's ongoing efforts ...

ASIC bans RC case study adviser

HARRISON WORLEY  |  TUESDAY, 12 MAY 2020
... failed to consider existing insurance arrangements and the potential impact on retirement savings of products she recommended. Finally, former ClearView adviser Alan Davies has been banned from providing financial services for three years. According ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... return strategies, targeting long-term returns of 5% p.a. above inflation over a rolling five-year period. It has a recommended rating from both Zenith and Lonsec and so far has been available to non-institutional clients through BT, Macquarie, OneVue ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... particularly among advisers with lower-balance clients. According to the report, the number of financial planners who recommended managed accounts has doubled in the last five years. State Street Global Advisors head of SPDR ETF Asia Pacific distribution ...

A case for flexible asset allocation: First Sentier

ALLY SELBY  |  MONDAY, 27 APR 2020
Investment managers with fixed multi-asset allocations may have been better served by a flexible approach during the COVID-19 crisis. That's according to First Sentier Investors, who argue a flexible, dynamic multi-asset approach to investing can ...

Billionaires club rakes in cash amid COVID-19 crisis

ALLY SELBY  |  FRIDAY, 24 APR 2020
... not only our economy, but our democracy itself." As part of the emergency response to the pandemic, the institute recommended a crackdown on billionaires. This includes: enacting an excess profits tax, as well as a 10% income tax; stopping billionaires ...

Risk advisers under fire

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... superannuation and insurance principal Josh Mennen said the report did not find favourably for life insurance policies recommended by financial advisers. "This report has some very compelling data that makes clear that group insurance through super remains ...

COVID-19 could end Centrelink stigma

ELIZABETH MCARTHUR  |  THURSDAY, 16 APR 2020
... It's something financial advisers often have to negotiate. "Many people feel immense guilt and shame when they are recommended to go on Centrelink. I explain to the client that in Australia we take care of our own. So go ahead without the guilt," Johns ...