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Showing 611 - 620 of 781 results for "Scope"

Market provides opportunities for absolute return investment

ELISE BURGESS  |  WEDNESDAY, 15 FEB 2012
... "Absolute return investing offers the potential for consistent, positive returns, providing investment managers with more scope to diversify and deliver returns from a variety of strategies. Cash, or inflation, is normally the benchmark with the target ...

New MLC unit focuses on accountants servicing SMSFs

MELANIE TIMBRELL  |  WEDNESDAY, 15 FEB 2012
... Stage II however, refers to a broader range of "non-product financial advice," there is still uncertainty around the exact scope of advice that would be permitted under a streamlined licence. Professional accounting bodies including CPA Australia and ...

ASIC to take hard line on deliberately misleading ads

CLAIRE MCGREAL  |  WEDNESDAY, 15 FEB 2012
... they invest. "Ads that do not accurately represent the financial product or its key features and risks, or the nature and scope of financial advice, can create unrealistic expectations that lead to poor financial decisions," Kell told an Association ...

Credit Suisse asset management appoints new recruit

CLAIRE MCGREAL  |  WEDNESDAY, 8 FEB 2012
... Credit Suisse solutions in a range of global issues, the company said. "From a business perspective, I was impressed with the scope and breadth of solutions that Credit Suisse has access to, and I am looking forward to working to bring these to institutional ...

PJC concedes FOFA amendment may be warranted

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
... giving fully scoped advice to a client wanting advice purely in one area, such as insurance. "The ability to agree on the scope of advice seems to be difficult under the current wording," she said. "If the legislation is not right, you're going to have ...

ASFA warns on unseen MySuper outcomes

ELISE BURGESS  |  THURSDAY, 19 JAN 2012
... ASFA. "At this stage it appears as though the solution may be to permit the adviser and the client jointly to determine the scope of the advice."

Australian Ethical Investment appoints executive director

MELANIE TIMBRELL  |  MONDAY, 16 JAN 2012
... reflects Australian Ethical Investment's strategy of further developing its investor network and expanding the scale and scope of the firm's adviser and wholesale client base. "Australian Ethical is very focused on growth and we are extending our penetration ...

Omniwealth provides planning tools for independents

ELISE BURGESS  |  THURSDAY, 15 DEC 2011
... development of their businesses." The new website will provide a range of tools that will allow advisers to increase the scope of their advice. Advisers should also be able to reduce their dealer group fees through an offset program that refers clients ...

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
Mid-sized financial planning firms will be "swallowed up" by opportunistic licensees as the rate of acquisition will rise while new forms of advice will reign, according to a research paper from CoreData. In its "Licensee of the Future" white paper ...

CFSGAM launches two new funds

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
... funds, building on its existing Wholesale Equity Income Fund and tax aware investment capabilities, to attract a broader scope of investors. The Colonial First State Global Asset Management (CFSGAM) Wholesale Equity Income Fund - Superannuation and the ...