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Showing 4481 - 4490 of 10723 results for "May 19"

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Encouraging clients to engage in philanthropic activities in the lead up to Christmas can assist financial advisers in strengthening the advice relationship, according to Australian Unity Trustees. While giving increases as the festive season nears ...

Un-Keynesian

BENJAMIN ONG  |  TUESDAY, 5 DEC 2017
It's a crying shame the alleged "collusion" between Trump's campaign and Russia came out when it did - about the same time as POTUS appears to be within grasps of tucking his first legislative win under his belt. Oh yes, this refers to the long-promised ...

Banks feeling heat as MiFID II looms: Liquidnet

ALEX BURKE  |  MONDAY, 4 DEC 2017
The January 3 deadline for the EU's MiFID II regime should serve as a warning for banks offering mediocre bundled research products, according to Liquidnet founder and chief executive Seth Merrin. Speaking to Financial Standard, Merrin said that now ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
Consumer trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in ...

Former Fidante-aligned boutique targeted by UK regulator

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
A former Fidante Partners-aligned boutique and a $94 billion BNY Mellon subsidiary are two of four asset managers accused of breaching UK competition laws. In what is the first case to see the UK's Financial Conduct Authority exercise its competition ...

Manage wealth with authority: Academic

EMMA RAPAPORT  |  THURSDAY, 30 NOV 2017
The financial services industry needs to be more paternalistic if it's ever going to really help people prepare for retirement, Duke University professor of psychology and behavioral economics Dan Ariely believes. Speaking at the 2017 Association of ...

RNY unitholders left unpaid after Aurora scandal

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
Many unitholders in the RNY Property Trust have yet to be compensated following the takeover by Aurora Funds Management, whose chief financial officer was terminated after $1 million vanished from a listed Aurora trust last weekend, and ASIC has so ...

APRA delivers poor super fund ultimatum

DARREN SNYDER  |  WEDNESDAY, 29 NOV 2017
It is crunch time for poor performing superannuation funds which will soon be asked to "gracefully exit the industry" if they cannot meet revisions to regulatory frameworks. Australian Prudential Regulation Authority (APRA) deputy chair Helen Rowell ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Advisers are calling for much needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of ...

The Fed's aware of building imbalances

BENJAMIN ONG  |  TUESDAY, 28 NOV 2017
Watching Wall Street break one record high after another make it very tempting to join the herd or raise allocation of US equities in portfolios. There's the fear of missing out (FOMO) and then there's the shorts that, time and again in the current ...