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Showing 861 - 870 of 1323 results for "Stage 1"

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
Financial advice given by modelling tools is set to become the new normal in Australia's financial services industry, where data collection and management techniques advance at a fast pace. "The most basic advice will be driven by automated tools," ...

Confidence key to financial future: Murray

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  TUESDAY, 15 JUL 2014
... projected to reach a massive $6 trillion in 2030. In a series of observations - rather than firm recommendations at this stage - the review says there is scope for greater efficiencies in the super system, where fees appear high by international standards. ...

Market wrap

AAP  |  MONDAY, 14 JUL 2014
The Australian share market was higher in early trade following positive leads out of the United States and Europe. The gains have been broad based, with healthcare and gold stocks the best performers. IG chief market analyst Ric Spooner said trading ...

ASIC considers compulsory advice for complex products

MARK SMITH  |  MONDAY, 14 JUL 2014
Mandatory financial advice for the sale of complex products is among the measures the Australian Securities and Investments Commission (ASIC) is considering to protect consumers from the risks posed by these investment vehicles. In a newly published ...

Citi develops white label banking for industry funds

JAMES FERNYHOUGH  |  FRIDAY, 4 JUL 2014
Citi is offering to white label its retail banking services for industry super funds as a way of stemming the outflow to retail funds and self-managed super funds (SMSFs), Financial Standard can reveal. In what could prove a lifeline to industry funds ...

Momentum for mFund service gathering despite uncertainty

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
Equity Trustees has said it is starting to see momentum building for investors to transact through the ASX's mFund Settlement Service. The group says applications for funds provided by two of its clients, PIMCO and Armytage Private Funds, are being ...

Bring on compulsory annuities, says Deloitte partner

JAMES FERNYHOUGH  |  WEDNESDAY, 28 MAY 2014
The government should introduce compulsory deferred lifetime annuities as a way of insuring against longevity risk, Deloitte's lead superannuation advisory partner Russell Mason has said. Speaking about the future of superannuation at Russell Investments' ...

Let's talk about VIX baby

BENJAMIN ONG  |  MONDAY, 26 MAY 2014
Yeah baby, let's! Seen the CBOE VIX index lately? Yes, that one - the one financial markets look at the gauge the level of investors' fear. It was pegged at 11.36 at the close of last week's activity - the lowest since the ides (15th) of March 2013. ...

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
A new round of submissions to the Senate inquiry into the Future of Financial Advice (FoFA) amendments has seen consumers, academics and industry bodies holding increasingly opposing positions. Most stakeholders focused on the most controversial topics ...

Defence Bank unveils pension product

STAFF WRITER  |  WEDNESDAY, 30 APR 2014
The Defence Bank has launched a new product designed for members in either the accumulation or the retirement stage of life. Defence Bank Super is a "Tier 1" product, meaning members can get information about it from one of the Defence Bank's retail ...