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Showing 5761 - 5770 of 14214 results for "Interest"

Business benefits of managed accounts mounting

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers using managed accounts are saving more than 14 hours a week on compliance and administrative tasks. Latest research from BT Financial Group, conducted by Investment Trends in July, demonstrates advisers recommending managed accounts ...

Go ahead BOE, make my day

BENJAMIN ONG  |  WEDNESDAY, 18 OCT 2017
... having seen some evidence of building domestic pressures, the judgment of the majority of the committee is some raise in interest rates over the coming months may be appropriate." That "coming months" could turn out to be coming "month". That's on 2 ...

Perpetual trustee business wins mandate

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... been a market dominated by regulated banks, making it difficult for non-bank investors to access. There was significant interest in the IPO from retail and SMSF investors. This highlights their appetite to gain access to a listed, fixed income product ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... School of the University of Pennsylvania, the new strategy also seeks to address how to best manage inflation and changing interest rates while maintaining enough liquidity to deal with the unexpected life events. "Trying to estimate how long your retirement ...

Government names new ASIC chair

ALEX BURKE  |  TUESDAY, 17 OCT 2017
The Federal Government has named the new ASIC chair to succeed Greg Medcraft, this time with Labor's approval. Starting in February, James Shipton will take on the role for a five-year term. Shipton is currently executive director of Harvard Law School's ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

QIC announces board appointments

DARREN SNYDER  |  MONDAY, 16 OCT 2017
Australian investment giant QIC recently added a New York-based real estate investment expert to its board. Joining the board is Professor Patrice Derrington, whose experience includes directorships and executive positions at JP Morgan Chase, Lower ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... financial adviser that isn't asking clients the same questions their doctor would is failing to act in the client's best interest. That is the opinion of Sydney advice firm Leading Advice managing director Katrina Haskew. She believes advisers must have ...

Inflated attention on September US CPI inflation

BENJAMIN ONG  |  MONDAY, 16 OCT 2017
... move higher next year and to reach 2% by 2019." Yet, the CME FedWatch Tool showed the probability of the Fed raising interest rates this coming December slipping to 81.7% from 82.7% before the CPI report's release and 87.8% a week prior. The less than ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...