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Showing 891 - 900 of 1635 results for "Recommended"

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... over $300,000 per annum for life insurance products, to be placed on their APL. "This means that customers are often recommended a product not because it's the most suitable and appropriate, but because of an insurance company's willingness and ability ...

Westpac, Count on ASIC radar over complex product advice

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... address the regulator's concerns, including pre-vetting of all statements of advice (SOAs) when structured products are recommended and improved disclosure to address deficiencies. In the case of Count, ASIC was concerned that some client files reviewed ...

Nationals pressure Treasury for RC into white collar crime

LAURA MILLAN  |  MONDAY, 23 FEB 2015
... and have put in place compensation programs for victims of bad financial advice since then. However, the Committee recommended to set up a Royal Commission to investigate further cases of improper financial planning and failed financial products. The ...

Law firm targets disgruntled advice clients using Twitter

LAURA MILLAN  |  FRIDAY, 20 FEB 2015
... losses because of improper financial advice." He explained that consumers often do not realise that they have been recommended products that inappropriate to their risk profile and that there is a time limit to claim. "Later than that limit, their rights ...

Australia fails to attract foreign investors: FSC

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... employment and tax collection. "We are losing this business to Hong Kong, Singapore and others in our region." The FSC recommended widening the range of vehicles available to Australian fund managers and putting in place a competitive taxation regime ...

FPA asks for tax deductible advice in budget submission

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
... the Budget if the preparation of an initial financial plan and ongoing fees were tax deductible The association also recommended encouraging a savings culture and improving Australians' retirement preparedness, as well as removing inconsistencies in ...

Zenith recommends Perpetual, Australian Property funds

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
Zenith has given recommended ratings to the Perpetual Wholesale International Fund and to the AMP Capital Australian Property Fund (APF). The Perpetual Wholesale International Fund has retained Zenith's recommended rating following a change of the fund's ...

90 West Global Natural Resources awarded two ratings

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
The 90 West Global Natural Resources Fund has received a 'Recommended' rating from both Lonsec Research and Zenith Investment Partners. The fund is managed by David Whitten from specialist global resources manager 90 West Asset Management. It seeks ...

Zenith awards two funds 'Recommended' ratings

MARK SMITH  |  THURSDAY, 29 JAN 2015
Research house Zenith has awarded 'Recommended' ratings to two international equity funds. JPMorgan's Emerging Markets Opportunities Fund received the rating with Zenith praising the investment team as "is one of the strongest within the emerging market ...

AllianceBernstein managed volatility strategy rated by Lonsec

MARK SMITH  |  WEDNESDAY, 28 JAN 2015
The Alliance Bernstein Managed Volatility Equities Fund has received a 'Recommended' rating from investment research house Lonsec. The Australian equity fund is designed for investors seeking lower volatility, reduced downside risk in falling equity ...