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Showing 681 - 690 of 1630 results for "Study"

UK fund managers must improve fairness

DARREN SNYDER | FRIDAY, 13 APR 2018

The UK's financial services conduct regulator has released new rules for fund managers as part of its ongoing study into the asset management market. The latest Financial Conduct Authority (FCA) report states that fund managers, as the agents of investors ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON | THURSDAY, 12 APR 2018

... 20 years building a culture of learning amongst planners. These announcements by FASEA and a refusal to acknowledge the study done in advanced diplomas and the Certified Financial Planner program will undermine that learning culture if it is not reviewed," ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD | THURSDAY, 12 APR 2018

... or more in investable assets in 12 markets. About 7% of the retail investors were from Australia. One of the aims of the study was to look for links between trust and technology. "While technology facilitates trust most with younger investors, investors ...

Milliman launches course correction tool for retirees

ALEX BURKE | TUESDAY, 10 APR 2018

... products. But we're not exploring the immediate volatility issue with as much nuance." Research on Even Keel uses a case study whereby a retiree couple have invested $525,000 in an 80/20 fund just before the GFC. When the crash occurs, the value of this ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON | FRIDAY, 6 APR 2018

... It can sometimes be that the abuser has a mistaken sense of entitlement to something," she explained. Glomb cited a case study in which an older person transferred the title of her home to her son. The son agreed to provide ongoing care, support and ...

FASEA standards still lacking: FPA

ALEX BURKE | THURSDAY, 5 APR 2018

... Standards and Ethics Authority education standards do not give sufficient recognition to existing advisers who have completed study, according to FPA chair Neil Kendall. The FPA has issued an online questionnaire to its 13,700 members to gather feedback ...

Pre-retirees confident about nest egg: Poll

KARREN VERGARA | MONDAY, 26 MAR 2018

... outside of super were the most secure about retiring financially secure. Qantas Super chief executive Michael Clancy said the study's results speak strongly about the need to improve financial literacy so Australians are equipped with the knowledge to ...

Don't fear the inflation reaper: Capital Group

ALEX BURKE | THURSDAY, 22 MAR 2018

... "some managers who have only performed over a 10-year period. That is to say, only through a period of deflation. Anyone can study history and see repeated patterns, but it helps to have a team of experienced long-term investors." Explaining how Capital ...

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON | WEDNESDAY, 21 MAR 2018

... additional grandfathering arrangement for older advisers. "We will also argue that advisers should have the opportunity to do study in an area that will add value to their business and recognise their area of expertise...We also continue to seek a sensible ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON | TUESDAY, 20 MAR 2018

... financial advisers with a bachelor's degree in a related field will have to complete a bridging course comprising three units of study to meet the new standards, which FASEA said equates to less than one year of part-time study. For those advisers that ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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