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Showing 541 - 550 of 1195 results for "Switch"

Link adds DB super fund to admin portfolio

DARREN SNYDER  |  THURSDAY, 7 DEC 2017
... trustee, the Office of the Superannuation Commission, has been working with Link and Mercer to make the administration switch in the first quarter of 2018. This follows the trustee announcing it would outsource its investment arrangements to Russell ...

BetaShares launches Australian ESG fund

ALEX BURKE  |  WEDNESDAY, 6 DEC 2017
Following on from its global offering, BetaShares has launched an exchange-traded fund targeting ASX companies meeting specific sustainability criteria. The BetaShares Australian Sustainability ETF, traded under the ticker code FAIR, screens out ASX ...

Former CBA-aligned adviser banned for three years

ALEX BURKE  |  FRIDAY, 1 DEC 2017
An adviser formerly working under CBA-owned licensee Financial Wisdom has been banned for three years by ASIC. ASIC said the decision came about because Julie Hamilton failed to act in her clients' best interests; the regulator investigated her activity ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
It's only a matter of time before institutional advice licensees open up their approved product lists as they try to compete with the growing popularity of the non-aligned space. HUB24 managing director Andrew Alcock believes the ongoing impact of the ...

Government launches emerging market impact investment fund

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
A new impact investment fund aimed at leveraging private investment in small and medium enterprise in the Asia-Pacific region has been launched by the Australian Government. The $40 billion emerging markets impact investment fund will support SME's ...

Queensland adviser enters ASIC enforceable undertaking

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2017
... representative Dean Hartmann was found by the regulator to have failed to meet his obligations as an adviser by advising clients to switch insurance arrangements and superannuation funds without adequately demonstrating why this was suitable; and failing ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

China's inflation lift indicates strong demand

BENJAMIN ONG  |  FRIDAY, 10 NOV 2017
... showed." While the rising pressure on consumer and producer prices suggests that the People's Bank of China (PBOC) could switch its current neutral with a tightening bias policy into actual tightening, note that despite the rising momentum in consumer ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

Broker popularity on the rise: Research

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... compared to 22% who say they are experiencing difficulties. Further, 30% of investors have either switched or intend to switch to principal and interest repayments given lenders are charging higher interest rates on interest-only loans. Thirty-six per ...