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Showing 521 - 530 of 1216 results for "True"

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that mirrors the lifelong journey of the advice process and offloading a practice ...

Prime accounts called into question by auditor

ALEX BURKE  |  TUESDAY, 3 OCT 2017
... three key issues: first, Prime confirmed the annual accounts comply with relevant accounting standards and give a fair and true view of the company's financial position. Second, the directors confirmed that while changes were made to the ESP following ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... 56% of high-net-worth individuals (HNWIs) globally said they would be open to working with these firms. "This is especially true for younger and emerging-market HNWIs," the consultant said. Capgemini noted HNWIs have high expectations of increased efficiency ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
... record highs set only a week before. Most would jot this down to the certainty of the Fed's "as clear as it gets policy". True that. But it's also true that Trump's giving the equity markets an added boost as the Trump-flation trade makes a comeback. ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... dominate discussion. Speaking at Magellan's financial adviser national roadshow recently, Douglass said if advisers remain true to their trusted roles within financial services there is little to fear from robo-advice. "Your business model is not just ...

CBA climate risk court case abandoned

JAMIE WILLIAMSON  |  FRIDAY, 22 SEP 2017
... the courts alleged that by not disclosing the risks climate change poses, the bank failed to provide shareholders with a true and fair view of its financial position and performance, as required by law. One week after the claim was filed; CBA published ...

Untouched super sits at $18 billion: ATO

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... ATO to do so. In a statement, ASFA said: "A move to place the responsibility on the ATO to reunite lost accounts with their true owners would be welcomed by consumers, and make it easier for them to get engaged with their super. It would also benefit ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... immediate scepticism driven by a common misconception of jobs being lost as a result, Tynan said. "In fact the opposite is true with outsourcing actually creating capacity within a business so that resources and employees can focus on value-adding, client ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... complete view of incorporating managed accounts." In receiving the award, Bignill said he was very proud, describing it as a true testament to Mason Stevens' investment thinking and capability in managed accounts. "Through this whitepaper, we wanted ...

Revisiting the active versus passive cage fight

ALEX BURKE  |  MONDAY, 11 SEP 2017
... prior to finding an adequate active-passive mix. "In this debate, everyone wants to be on the side of the angels, and it is true that the pro-indexing camp does exhibit a certain missionary zeal and does relish painting active managers as fallen angels ...