Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 491 - 500 of 953 results for "Notes"

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that the managed accounts market spans a spectrum of offerings encompassing managed discretionary accounts, individually managed ...

Investment Trends releases 2014 platform report

ALEX BURKE  |  MONDAY, 19 JAN 2015
... from 51% in 2013 - overall expenditure on new functionality has fallen 22% from the previous year. Despite this, the report notes that adviser satisfaction with their primary platform is actually at its highest in eleven years, suggesting that investment ...

Nearly there?

BENJAMIN ONG  |  WEDNESDAY, 14 JAN 2015
... oil prices would increase oil importing countries' GDP by 0.1 to 0.5 percentage points. Not only this, the World Bank also notes that lower oil prices would bolster government revenues in developing economies as it lessens the need for fuel subsidies. ...

Market Wrap AM

AAP  |  WEDNESDAY, 10 DEC 2014
... no longer be used as collateral for some short-term loans, sparking a sell-off in riskier debt that spread to government notes and stocks. Greece's move to bring forward the process for choosing a new head of state risks triggering parliamentary elections ...

Increased record keeping provisions for advisers

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... finds, customer relationship systems or other information collection documents. "They also need to be taking detailed file notes at all stages of the advice process, keeping copies of client records and keeping records of the research used to advise ...

APRA releases draft RSE fraud management guide

ALEX DUNNIN  |  MONDAY, 27 OCT 2014
... substantially updates and expands upon APRA's existing fraud risk guidance." Illustrating this, the APRA consultation paper notes, "Under SPS 220, an RSE licensee is responsible for ensuring that its risk management framework covers all material risks ...

Tax cap reform bill released

ALEX DUNNIN  |  TUESDAY, 14 OCT 2014
... breaches of the contribution caps where the error would result in a disproportionate [tax] penalty." In the EM, Treasury notes that the amendments will allow individuals to make an irrevocable choice to release from superannuation or take out an amount ...

LMCI: a new indicator is born

BENJAMIN ONG  |  TUESDAY, 7 OCT 2014
... -- a composite indicator of 19 labour market indicators. Read the details here: http://www.federalreserve.gov/econresdata/notes/feds-notes/2014/assessing-the-change-in-labor-market-conditions-20140522.html At last, one number to gauge how the Fed gauges ...

YBR Funds Management rebrands, launches new fund

JAMES FERNYHOUGH  |  MONDAY, 29 SEP 2014
... with the launch of a new fixed income fund, Smarter Money Higher Income Fund, which focuses on Australian floating-rate notes. It also coincides with the funds being listed on ASX's mFund. MDI director and portfolio manager Darren Harvey said the rebranding ...

Coalition Senators head-to-head over FoFA

LAURA MILLAN  |  FRIDAY, 26 SEP 2014
... the regulation makes fundamental legislative change that may be more appropriate for parliamentary enactment." The report notes that "the 6 policy imperatives cited to justify the use of regulation in this case do not appear to be distinguishable from ...