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Showing 821 - 830 of 2042 results for "TAI"

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors. Praemium has upgraded the technology, the coverage of the managed accounts, coverage of investments and user functionality, the ...

3.5 million Aussies give financial advice to friends and family: Roy Morgan

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
Roy Morgan research shows millions of Australians are trusted advisers to their friends and family when it comes to finance and investment decisions. The research shows more than 17% of Australians are asked to advise on the financial matters of their ...

Regulators in Productivity Commission firing line

HARRISON WORLEY  |  THURSDAY, 10 JAN 2019
ASIC and APRA both scored scathing assessments in the Productivity Commission's superannuation report. The regulators sharing responsibility for the oversight of Australia's finance system copped a grilling in the Commission's final report ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
These are the 2018 Financial Standard stories to have in your back pocket for summer discussions around the barbeque. Shuttering dividend cash loophole to hit SMSFs In March the ALP proposed to eliminate cash refunds from excess dividend imputation ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
UBS will use Morningstar to provide securities pricing and industry news on its platform that five large superannuation funds use for their direct investment options. In an arrangement signed off six weeks ago, Morningstar replaced Reuters, which had ...

Raiz expands offshore

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
Raiz Invest received the green light to distribute products across south-east Asia. The ASX-listed firm announced it secured a licence to distribute mutual funds via subsidiary PT Raiz Invest Indonesia. Managing director George Lucas said Raiz has progressed ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
The speedier implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the hypothetical ...

Adviser exam draft legislation released

JAMIE WILLIAMSON  |  MONDAY, 17 DEC 2018
The Financial Adviser Standards and Ethics Authority released draft legislation for the adviser examination, including what it will cost to sit the assessment. Following consultation, FASEA has determined the exam will be a 3.5 hour supervised test ...

Lifecycle super can be better: Frontier

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
A new paper from Frontier Advisors argues lifecycle strategies should work out retirement income targets for members and adjust investments to meet that goal rather than taking a "blunt mass customisation" approach. Lifecycle Investing: A refresher ...

And so this is Christmas, another year (almost) over

BENJAMIN ONG  |  MONDAY, 10 DEC 2018
The "mother of all eco stats" - the US employment report - has been released. But it was neither here nor there and by the looks of it, it didn't make an iota of a difference that the Fed will raise the fed funds rate by another 25 basis points ...