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Showing 501 - 510 of 1508 results for "Assessment"

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... allow advisers to develop forward-looking plans for their practices. "The FPA READY Index will provide a comprehensive assessment of the success of your business," he said. "Practices will now have the opportunity to compare their businesses against ...

Wholesale property fund revises down valuations

KANIKA SOOD  |  TUESDAY, 7 APR 2020
... revaluation of about $511 million. "The reduction in retail valuations takes into account the independent valuers' assessment of the effects of COVID-19 and is largely the result of a softening in the assumptions for market rental growth, restricted ...

Self-isolation to accelerate secular trends

HARRISON WORLEY  |  THURSDAY, 2 APR 2020
The world's new reality will soon be defined by social distancing and self-isolation. And while that might be sad for most of us, some stand to benefit incredibly from the new normal. Speaking with Financial Standard, Antipodes Partners chief investment ...

Opportunities and threats amid COVID-19 crisis

ALLY SELBY  |  THURSDAY, 2 APR 2020
... within Australia's listed sectors. Although the unprecedented speed of the changing economic landscape is making the assessment of valuation difficult, the indiscriminate sell-off has opened up investment opportunities, Nikko Asset Management head of ...

CBA in court over RC case studies

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
... Credit Act when it failed to enquire about of verify the customer's financial circumstances prior to making an assessment to increase his credit limit. It also alleges CBA breached sections 131(1) and 133(1) in failing to assess that the credit limit ...

Stopping SG is nuclear response to COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 12 MAR 2020
... economy have been panned. Association of Superannuation Funds of Australia chief executive Martin Fahy was blunt in his assessment of the situation. "These are anxious times and a strong fiscal response is warranted, but raiding Australia's superannuation ...

Major firms criticised for substandard RI approach

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... total assets under management - around USD$36 trillion - in its report are managed by firms who scored poorly in its assessment of their approach to responsible investment. The list of asset managers with "particularly poor ESG performance" include the ...

Super women: Female-led funds on top

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Super funds with female trustees and female leaders can boost their member's super by $100,000 over their working life. That's according to the latest data coming out of Rainmaker Information, which found that female-led funds with MySuper products ...

Chief economist update: Australia's gentle turning point to turn

BENJAMIN ONG  |  THURSDAY, 5 MAR 2020
... first two months of this year, and that's on top of the 0.2% subtraction caused by the bushfires. In its "Interim Assessment, Coronavirus: the world economy at risk" report (published 2 March 2020), the Organisation for Economic Development and Cooperation ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... to third-party planning tools," the research house said. Using an academically-validated psychometric risk tolerance assessment, FinaMetrica Profiler, has been used by more than 10,000 advisers in 35 countries since 1998, giving advisers confidence in ...