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Showing 661 - 670 of 1442 results for "ROA"

Fed Court winds up unregistered investment scheme

KERRIE SYDEE  |  FRIDAY, 21 OCT 2016
The Federal Court has wound up 21st Century land banking companies and declared the land banking developments were unmanaged investment schemes. The court also disqualified the operators of 21st Century land banking companies, Jamie and Dennis McIntyre ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 7 OCT 2016
Australia trade balance Australia's trade deficit narrowed by 5.0% to A$2.01 billion in August from A$2.12 billion in July (revised from A$2.41 billion), Australian Bureau of Statistics (ABS) data show. This is better than market expectations for a ...

Advisers must know more than client history

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
To have a successful financial advice practice advisers must move beyond technical advice and truly get to know their clients, according to AFA Foundation chair Olivia Sarah-Le Lacheur. Speaking at the 2016 AFA National Adviser Conference, Sarah-Le ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
GCA Financial's Erin Truscott has been named this year's AFA Rising Star in a ceremony at the industry association's annual conference in the nation's capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Launched 11 years ago, the AFA Rising Star of the Year ...

YBR selling off accounting business

ALEX BURKE  |  MONDAY, 26 SEP 2016
Yellow Brick Road has entered into an agreement to sell its accounting business and legal practice. Under the agreement, DBR Advisory will acquire YBR's accounting business and related assets, including goodwill, plan and equipment, client information ...

J.P. Morgan overtakes NAS in AUC

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
J.P. Morgan has overtaken NAB Asset Servicing (NAS) as the largest overall provider in the custody market, following further declines in assets under custody (AUC) for NAS. The figures published by the Australian Custodial Services Association (ACSA) ...

Ageing population presents investment potential

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
An increasing demographic shift across Asia presents a significant investment opportunity according to the latest insights from AMP Capital. The new white paper published by AMP Capital associate director Christopher Deves looks at the economies of ...

Instos seeking smart carbon plays

DARREN SNYDER  |  FRIDAY, 23 SEP 2016
A global equities manager says divesting out of stranded assets and reinvesting in energy efficiency-driven companies is a strategy resonating with institutional investors. Impax Asset Management managing director and co-head of listed equities, Bruce ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... limited MDA or MDA arrangement where they have not been appointed as an investment manager should be issuing a record of advice (RoA) for every portfolio change." As a result, MGP says the most effective and practical solution for advice practices is ...