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Showing 5051 - 5060 of 18263 results for "Plan"

ASIC to survey whistleblower policies

ELIZA BAVIN  |  THURSDAY, 14 NOV 2019
ASIC plans to survey whistleblower policies of a sample of companies next year. The regulator said it plans to review the selected companies compliance with the legal requirements outlined in the new whistleblower protection laws. This comes as ASIC ...

RMBS scrutiny could be loosened in US

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... in a compliant manner. Public input from investors has been requested. A recent US Department of Treasury housing reform plan recommended that the SEC review RMBS asset disclosure requirements. In Australia, RMBS issuance is a major source of funding ...

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
A trustee services and financial technology provider is continuing its rapid growth trajectory, unveiling plans for a full stack superannuation administration service to launch in early 2020. Sargon is expanding its offering, with plans to launch a ...

Morningstar now an ETF issuer

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
Morningstar has listed an active ETF that will invest in global equities, as it enters the segment as an issuer. The Morningstar International Shares Active ETF started trading on the ASX yesterday under the ticker code MSTR. It will invest in an unlisted ...

FASEA attempting to re-write law: AFA

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
The Financial Adviser Standards and Ethics Authority is using its Code of Ethics to re-write the law rather than providing genuine guidance to financial advisers, the industry association believes. According to the Association of Financial Advisers ...

Link Group enters UK market

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2019
Link Group announced it has entered the UK pensions market, forming a strategic global partnership with a UK-based pension platform. Link said the partnership with Smart Pensions provides it with a strong a credible market entry point into the fast-growing ...

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... business CFSGAM would be sold separately to Japanese giant MUFG, which was completed in late July this year. The original plan for NewCo was for it to include Colonial First State, Count Financial, Financial Wisdom, Aussie Home Loans and CBA's minority ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
The managing director of an AMP-aligned dealer group is exiting the business to take on a new role. Hillross Financial Services managing director Dean Thomas will take on the role of chief advice officer at Mortgage Choice. His appointment follows the ...

Retired Aussies make financial decisions alone

HARRISON WORLEY  |  TUESDAY, 12 NOV 2019
... have on their side. Comparatively, 57% of retired Canadians and 47% of retired Americans use professional advice to help plan for and generate income during their retirement. Perhaps more startling though, the research found just 54% of Australian retirees ...

Super funds could boost returns by 59bps: Report

ELIZA BAVIN  |  TUESDAY, 12 NOV 2019
Superannuation funds considering a merger or major investment portfolio changes should implement a program to manage tax costs and transaction costs to deliver meaningful benefits to funds and their members, according to new research. Parametric said ...