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| | | ... products in the unlisted space as well over the last three years," Wong says. A third driver in active fees is a shift in the nature of an adviser's role. They are increasingly ceding investment decision making to consultants and managed accounts providers ... |
| | | | ... simply pin their prudential health on strong balance sheets, despite recognising the "financially sound and resilient" nature of the nation's banks, insurers and superannuation licensees. "Although governance, culture, remuneration and accountability ... |
| | | | ... the risk tolerance of the member base," Ross said "The decision to focus on five-year returns highlights the long term nature of superannuation. "With insurance being default opt-out for most members, this benchmarking aspect is also very important." ... |
| | | | ... long-term strategy to cater to clients who are also long-term focused. Australian banks and hybrids are attractive given the nature of the franking credit system, Schween says, noting that a small portion is allocated to gold as a hedge. Alternative ... |
| | | | ... objective will go up from 2.5% above CPI to 4% above it, on a net after fees and tax basis. "Considering the long term nature of superannuation we have determined that changing our default MySuper investment option to one that invests in more growth ... |
| | | | ... adequately monitored by Tidswell and ZIB. According to documents filed with the court, the advice provided was personal in nature and provided without a Statement of Advice. False and misleading statements about superannuation, insurance products and ... |
| | | | ... issues, according to people familiar with the matter. They remain concerned about President Donald Trump's impulsive nature and the risk he may back out of even the limited deal both sides say they want to sign in the coming weeks." No doubt, Trump ... |
| | | | ... whether or not Westpac's telephone sales campaigns amounted to advice and if that advice was personal or general in nature. In 2014 and 2015, Westpac ran telephone and snail-mail campaigns to encourage customers to roll over external superannuation ... |
| | | | ... (IFTIs), which Westpac self-reported to the agency. "Westpac has not yet received an indication from AUSTRAC about the nature of any enforcement action it may take. The Group is continuing to work with AUSTRAC in relation to these matters," the bank ... |
| | | | ... insurers from competitive pressures for decades and effectively mitigated the risk of competition and evolution. "If the nature, purpose and intent of the Future of Financial Advice reforms and the Royal Commission's recommendations are to improve ... |
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