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Showing 561 - 570 of 1613 results for "Recommended"

CIPR framework timely but questions remain

KARREN VERGARA  |  THURSDAY, 28 JUN 2018
... the fund, the guidance and tools should be more complex, more in number, or offered under an AFSL?" KPMG asked. KPMG recommended that expectations regarding "proportional" guidance is clearly articulated, especially if this principle is embedded in the ...

Former NAB, AMP adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... AMP's wholly-owned Ipac Securities subsidiary. An ASIC investigation found that between 2007 and 2013, Cowper had recommended gearing strategies when clients could not afford them. He also recommended clients switch superannuation funds without providing ...

Super industry critiques PC draft report

KARREN VERGARA AND STEPHEN FAY  |  WEDNESDAY, 20 JUN 2018
... clients in poor performing funds - whether it be in SMSF or in products for the institutions they are aligned to. She recommended that the PC develop a detailed operational plan for a best-in-show system as it would be beneficial for consumers, and that ...

Investors drive third SCA unlisted retail fund

HARRISON WORLEY  |  FRIDAY, 15 JUN 2018
... properties in the SURF 3 portfolio, with Core Property Fund Research and Ratings endorsing the fund to investors with a 'recommended' rating. SCA Property Group chief executive officer Anthony Mellowes added SCA would manage the assets on behalf of the ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... interests, why risk an off-list recommendation? The risk of cookie cutter advice is significant," he said. "That the recommended best-in-show list is only reviewed every four years is also worrying. A lot can happen in a four-year period and it may not ...

FirstChoice adds natural resources strategy

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... platform as it reflects continued demand for diversified global equities." The firm added that its fund received a 'Recommended' rating from Zenith Investment Partners in November 2017.

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... consider the personal and financial circumstances of his clients. The regulator added that he did not compare products recommended to existing products and ignored whether the existing financial products held by his customers met their objectives. The ...

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... net of management fees. Both funds have a minimum investment size of $20,000. The high conviction fund has a "highly recommended" research rating while the absolute return fund has a "recommended" research rating from Zenith. "We are very excited to ...

Agriculture investment under parliament microscope

HARRISON WORLEY  |  FRIDAY, 25 MAY 2018
... for domestic producers," which may now be given a parliamentary platform if submitted to the inquiry. The peak body recommended surveying farm performance to measure rates of return across various crop and livestock producers, addressing one of the central ...

APRA urges super funds to examine board skills

HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... renewal processes are sound and strike the balance between continuity and diverse perspectives. Additionally, APRA has recommended funds develop a thorough means for assessing the performance of boards collectively and at an individual level. It highlighted ...