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Showing 771 - 780 of 1613 results for "Recommended"

Dissatisfied customers 'unreasonable', 'acting improperly': CBA

KERRIE SYDEE  |  FRIDAY, 22 APR 2016
... that we have such strong regulators make the analogies with other circumstances in which royal commissions have been recommended baseless," said Narev. Narev's comments come as Industry Super Australia calls for banks to use action, not words in acknowledging ...

Industry reacts to ASIC reforms

ALEX BURKE  |  THURSDAY, 21 APR 2016
... funding model must not stifle competition or prohibit future entrants into the financial services industry." De Gori recommended that the Government should consider adopting possible exemptions for small business operators similar to the system used ...

SEC seeks comment on Accredited Investors

ALEX DUNNIN  |  THURSDAY, 14 APR 2016
... that may not be appropriate for retail investors. The call for submissions follows release of a report last year that recommended some changes and broadening of the current definition. It is estimated that in 2014 this Accredited Investor market segment ...

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre was awarded most recommended adviser. Debbie Hudson's Wealth Fusion took the gong for most trusted practice and Hillross Fairy Meadow led by Diane Chalk ...

Government releases draft life insurance regulations

ALEX BURKE  |  FRIDAY, 8 APR 2016
... the hands of, or could not have been foreseen by, the planner when they developed the financial plan advice strategy recommended for the client. "The clarification provided around the grandfathering of existing payments also provides certainty for financial ...

Federal Government told to stop 'tinkering' with superannuation

KERRIE SYDEE  |  THURSDAY, 7 APR 2016
The Financial Services Council (FSC) has recommended the Government enshrine a concise objective of superannuation in legislation and that it occurs through a stand-alone bill, rather than through existing superannuation law. In its submission to the ...

Pengana absolute return fund shifts to daily pricing

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
... investment returns, and we are excited to be able to offer this service for PARAPF investors," Crowley added. PARAPF has a recommended rating from both Lonsec and Zenith; and invests across multiple investment strategies and geographies to take advantage ...

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
... to be the winners as planners seek higher yielding, diversified investments." Two in five planners (41%) say they recommended annuities in the 12 months to December 2015, up from 38% in 2014 and 32% in 2013. Investment Trends said annuities' rise in ...

Wingate hires head of research from London

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
... both the US and European markets will be particularly useful," Padowitz said. The appointment follows the recent 'Recommended' ratings from Lonsec for the Wingate Global Equity Fund (both Wholesale Units and Hedged). Research house Zenith also upgraded ...

PIMCO receives Zenith upgrade

KERRIE SYDEE  |  WEDNESDAY, 23 MAR 2016
Zenith has upgraded the PIMCO Global Bond Fund, PIMCO Credit Fund and PIMCO Diversified Interest Fund from 'Recommended" to "Highly Recommended". PIMCO Capital Securities Fund, which invests in securities issued by banks specifically to raise regulatory ...

Editor's Choice

Global X awards mandate for ETF business

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

Bell Asset Management launches small-caps fund

KARREN VERGARA
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
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
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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