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Showing 421 - 430 of 576 results for "Directed"

Aligned licensees could be renamed "restricted advice" groups

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... document also asked for general advice or single product advice to be renamed so it reflects the fact that it is "primarily directed at generating sales." ASIC is also mulling re-examining the amount of activities caught under the current definition ...

Magellan profits jump 71%

MARK SMITH  |  FRIDAY, 15 AUG 2014
... advice markets and expects to gain traction in these channels over the coming year. The group is also targeting the self-directed self-managed superannuation market with an ASX listed version of the Magellan Global Fund.

GBST delivers first SuperStream contributions to SMSFs

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
... SuperStream-compliant contributions from employers through to superannuation funds, including choice contributions being specifically directed to SMSFs. GBST Wealth chief executive Rob De Dominicis said: "The go live of our SuperStream Gateway for facilitating ...

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
... that Financial Wisdom is "a member of the Commonwealth Bank Group of companies." However, the Financial Wisdom website directed at advisers does state that the group is "part" of CBA. Consumer unawareness is even greater for clients of CBA-owned Count ...

FSC report warns of default super 'turmoil'

JAMES FERNYHOUGH  |  THURSDAY, 24 JUL 2014
... report, carried out by Rafe Consulting, estimated that if the review proceeds, 1.25 million employees will need to be directed to alternate superannuation arrangements. It estimated the total cost to members could be $185 million, or $148 per person. ...

Adviser appetite for infrastructure investments increasing

MARK SMITH  |  FRIDAY, 4 JUL 2014
... Financial System Inquiry the SMSF Professionals' Association of Australia (SPAA) has called for improved access for self-directed investors. It argues such a relationship would be mutually beneficial. "SPAA believes that opening up direct infrastructure ...

Race among the advice giants: MAX

MICHELLE BALTAZAR  |  MONDAY, 16 JUN 2014
... to be released on the day are Twitter Australia's insights on social media and financial services; key trends in self-directed investing and 'money on the move', a study of the latest investment mandates in Australia. Seats are still available for the ...

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
... 5. Nutmeg and Moneyfarm - if you haven't heard of these two companies, then you're in for a treat. Our session on self-directed investing taps global research to understand one of the worst threats faced by every marketeer - the "what you don't know ...

IFS caught investing in unregistered schemes

LAURA MILLAN  |  WEDNESDAY, 28 MAY 2014
... options after a review of their industry fund portfolio service found they were in breach of ASIC class order 'Investor directed portfolio-like services provided through a registered managed investment scheme' (02/296). The business had been investing ...

FEATURE: Managing SMSF growth

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
... trustees are involved to some extent in determining their fund's asset allocation. "Again, familiarity drives client-directed strategies," Saiz explains. For the full story, download the May 5 issue of the Financial Standard iPad app here.