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| | | ... about these lifetime income streams, these long-term arrangements, it's important to understand whether your client wants a little optionality or whether they want it all sorted and off the table," Cooper said. "And in the back of your minds, it's important ... |
| | | | ... laws to prevent the source of unpaid determinations resulting from advice failures. The proposed design of the CSLR does little to reduce the risk of unpaid Australian Financial Complaints Authority determinations and simply shifts the cost, via levies ... |
| | | | ... licensees with broad Approved Product Lists. The implementation of DDO will be very challenging. This change will make it a little more manageable," he said. The Financial Planning Association of Australia also welcomed the amendment. Head of policy ... |
| | | | ... encountered VCs and networking events filled with investors all looking for the next billion-dollar business. There was often little interest in our purpose as a mission-led business or the unique nature of how we're supporting women to close the gender ... |
| | | | Iress shareholders will have to wait a little longer, as its board grants EQT another 10 days to complete its due diligence. The European private equity firm was granted 30-day access to Iress's books on August 11, at its third bid. EQT's third offer ... |
| | | | ... like climate," McEwan said. He clarified that the two largest shareholders in NAB are Vanguard and BlackRock which hold a little over 6% of NAB shares each. Australian institutional investors make up approximately 32.8% of the NAB share register, with ... |
| | | | ... would need to be changed to a short-term risk measure, and then you have a long-term risk measure," he said. "That helps a little bit but still you've got two measures that is making it very clear what they are trying to do. One is looking at risk ... |
| | | | ... enhanced existing processes. "One area where I've seen machine learning is in helping build the process that adds a little bit of complexity to an existing process, but it enhances the returns or reduces the risk at the same time and [therefore] ... |
| | | | ... to merge with funds that are committed to responsible investment and have the same beliefs as us," she said. Getting a little more specific, Sawtell-Rickson went on to say that HESTA would want to merge with a fund from the health and community services ... |
| | | | ... Goodments by Douugh is brokerage-free, the app is also commission-free, with the company claiming investors could put as little as $1 into a range of international companies. The platform offers access to 4000 US-listed stocks as well as a range of ETFs ... |
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