Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 561 - 570 of 1209 results for "Switch"

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 ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
ASX-traded corporate bond provider XTB is broadening its product range and launching a responsible investment separately managed account product before year's end. Co-founder and chief executive Richard Murphy said the new range will likely include ...

Inflated attention on September US CPI inflation

BENJAMIN ONG  |  MONDAY, 16 OCT 2017
... inflation". An article by the "Business Insider" published in mid-2014 explains the history and reason for this: "The official switch from CPI to PCE occurred in 2000 when the FOMC stopped publishing CPI forecasts and began to frame its inflation projections ...

UK asset consultants face competition scrutiny

KARREN VERGARA  |  MONDAY, 18 SEP 2017
In an industry first, the UK Financial Conduct Authority's concerns about anti-competitive practices of investment consultants have been referred to a consumer protection and anti-competition watchdog to further investigate the industry. The FCA announced ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Overall satisfaction with the online broking industry has increased for the first time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking ...

Acorns hits $100m milestone

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
Micro-investing and savings app Acorns Australia reached the $100 million funds under management mark in less than two years since its launch. The app, which has more than 300,000 users, has generated a 10.5% per annum return (after fees but before ...