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Showing 431 - 440 of 583 results for "Directed"

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.

AMP wealth management cashflows up 72%

MARK SMITH  |  THURSDAY, 8 MAY 2014
... attracting flows from the post retirement segment and discretionary investment inflows.A Approximately 10% of flows were directed towards North's capital guaranteed product. North AUM grew to $10.7 billion at the end of the quarter up 11.5% from $9.6 ...

New business targets investors' bad habits

JAMES FERNYHOUGH  |  TUESDAY, 6 MAY 2014
... particularly those who like to make their own investment decisions, like many SMSF investors do," Russell said. "Many self-directed investors prefer to make their own decisions. However, because it is difficult to critically assess your own behaviour ...

ANZ wealth division profits up 11%

MARK SMITH  |  THURSDAY, 1 MAY 2014
... customer experience with wealth solutions increasingly integrated with our banking offering and more options for self-directed customers. Our revenue performance was positive, underpinned by strong growth in funds under management, favourable claims ...