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Showing 801 - 810 of 1720 results for "Minimum"

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... in 2016 and in the past 12 months has experienced solid growth, according to director Neil Shellshear. Investors with a minimum amount of $20,000 receive no-fee Statements of Advice (SOAs) and will be charged based on a management and performance fee ...

Life insurer surpasses code of conduct

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
TAL is going above and beyond the minimum requirements of the life insurance code of conduct and calling others in the industry to follow suit. The life insurer is applying the code's minimum medical definitions for cancer, heart attack and stroke in ...

Former investment bankers behind new platform

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
... that offers efficiency and transparency to those seeking capital across several asset classes. Despite only requiring a minimum investment of $10,000, investors can join the iPartners platform to gain exposure to high growth opportunities and asset classes ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
... said. In addition, all providers of financial advice will be expected to adhere to a new code of conduct that outlines minimum standards of competence, knowledge, skill, ethical behaviour, and client care. Under existing legislation such adherence has ...

First XTB 'Floater' model portfolio launched

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
... offering an ASX-listed security that delivers the price stability and returns of a specific underlying corporate bond with no minimum investment. XTB co-founder and chief executive Richard Murphy said he is delighted Quantifeed has the model portfolio. ...

Labor cracks down on discretionary trusts

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... on high-income earners exploiting a trust loophole that minimises tax bills. The Labor leader is pledging to impose a minimum 30% tax rate on the distributions of discretionary trusts to beneficiaries over 18-years-old, which he said is currently being ...

Australian Unity launches funeral bond

KARREN VERGARA  |  MONDAY, 31 JUL 2017
... guaranteed options not producing the level of growth required to meet longer-term objectives," Bird said. Investors require a minimum of $100 with regular instalments of $50 per month, according to the product disclosure statement. The PDS also noted ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
... industry...To me, the advice industry is already a professional industry but a key component of that needs to be a consistent minimum standard of education," he said. "We are incredibly impressed with the calibre and education of the new planners that ...

HESTA stands up to all-male boards

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
... Council of Superannuation Investors, both of which advocate for the boards of Australia's biggest companies to have a minimum of at least 30% female directors.

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... with some volatility. The SMA comprises Australian equities (70-98%) and fixed interest and cash (2-30%) and requires a minimum investment of $20,000. According to PPM, the SMA is constructed without consideration for index weighting or other artificial ...

Editor's Choice

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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