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Showing 71 - 80 of 3635 results for "Whether"

ASIC calls out sloppy adviser data

KARREN VERGARA | MONDAY, 1 JUL 2024

... adviser's details changing," ASIC warned. Today, ASIC introduced an update to its register. It will no longer display whether a financial adviser's education and training meets the requirements of an "approved" qualification, rather continue ...

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN | WEDNESDAY, 26 JUN 2024

... standard and the professional year standard by making a written declaration. The Financial Advisers Register will not display whether a financial adviser is relying on the experienced provider pathway.

'Little prospect' for RBA hike despite stubborn inflation

ELIZA BAVIN | MONDAY, 17 JUN 2024

... these have been the driving factors behind our current situation. "What the next few months have in store will determine whether Aussie homeowners emit a sigh of relief or anxiety by year's end."

Australian Unity lashed by ASIC over TMD questionnaire

JAMIE WILLIAMSON | THURSDAY, 6 JUN 2024

... its Select Income Fund, with ASIC saying retail clients are unlikely to understand the questionnaire used to determine whether they would be in the target market. ASIC made an interim stop order preventing the fund manager from issuing or distributing ...

More businesses fold, unpaid super recovery measure to launch

KARREN VERGARA | THURSDAY, 6 JUN 2024

... entitlements, he said. From this July, Mutton said that considering the commerciality of funding actions, DEWR will now "assess whether the claims will result in a return of advances made under FEG as and whether the claims will result in a better recovery ...

Inflation debate: Older Australians accused of driving crisis

JAMIE WILLIAMSON | WEDNESDAY, 5 JUN 2024

... still being hit by inflation; they are still observing the cost of living going up." Not satisfied, McKim asked explicitly whether people over 65 are spending more, to which Bullock said she'd have to "take the specifics on notice" but that her understanding ...

Higher-for-longer rates dominate adviser conversations

KARREN VERGARA | TUESDAY, 4 JUN 2024

... investment periods. The new financial year is a good time to review investment strategies. Investors might want to weigh up whether riskier but higher return investments are appropriate for those who are investing for the medium to long term," he said. ...

Broken promises leave survivors in the lurch

ANDREW MCKEAN | TUESDAY, 4 JUN 2024

... that the entirety of the offender's superannuation should be available for distribution to satisfy any civil claim, whether by judgement or settlement agreement," Carpenter submitted to Treasury. "As we have seen with certain high-profile offenders ...

Australian Ethical updates investment guide

ELIZA BAVIN | TUESDAY, 4 JUN 2024

... Ethical said. "This measurement and balancing of positive and negative impacts is an important part of our assessment whether to allow or exclude potential investments. "We believe a company or an issuer with positive products and services can offer ...

Preqin launches new term intelligence tool

ELIZA BAVIN | FRIDAY, 31 MAY 2024

... can expect to benefit from greater clarity when reviewing and benchmarking LPA terms. The tool makes it possible to see whether the terms are competitive within the market, and whether these terms, as well as the fees and expenses, are aligned with market ...

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Keystone Asset Management to be wound up

JAMIE WILLIAMSON

Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN

Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN

The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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