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Showing 911 - 920 of 1613 results for "Recommended"

New Perpetual LIC gets Zenith rating

JAMES FERNYHOUGH  |  TUESDAY, 21 OCT 2014
Perpetual's new listed investment, Perpetual Equity Investment Company Limited (PIC), has received a 'recommended' rating from Zenith. The company, whose general offer opened today, is seeking to raise a minimum of $150 million and maximum of $600 million. ...

Upfront commissions linked to bad advice

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
... generally the higher the premium paid, the more revenue is earned by the adviser." ASIC gave one example where an adviser recommended a 50-year-old client on $56,800 a year to raise her annual life insurance premium from $1,676 per annum to $10,772 per ...

YBR's cash fund receives new ratings

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
... Brick Road chief executive Matt Lawler said: "The new Australia Ratings and Mercer ratings add to Atchison's 'Highly Recommended' investment-grade assessment of the Smarter Money Active Cash Fund, which we are finding is increasingly popular amongst ...

Poor advice forces changes to SMSF practice

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... to the needs of each client and that there was an inadequate comparison of clients' existing superannuation to the recommended SMSF. Interprac is required to report back to ASIC regarding the implementation of the agreed measures to confirm ASIC's concerns ...

Don't ditch the RET, instos tell Abbott

JAMES FERNYHOUGH  |  TUESDAY, 30 SEP 2014
... energy sources of the future." The future of the RET is in doubt following the release of the RET Review report, which recommended the scheme be significantly wound back.

BetaShares funds awarded 'Recommended' ratings

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
Research house Zenith has awarded 'Recommended' ratings to two BetaShares funds. The ratings were given to the Australian Top 20 Equity Yield Maximiser managed fund (YMAX) and to the FTSE RAFI Australia 200 ETF (QOZ). The YMAX fund provides investors ...

Volatility fund gets first ratings, platform listings

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
The Triple3 Volatility Advantage Fund has been awarded a "Recommended" rating and has been listed on two independent platforms. Triple3 chief investment officer Simon Ho told Financial Standard A that the fund recently received a "Recommended" rating ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... representatives will need to complete to meet the training requirements." CPA Australia and Chartered Accountants ANZ recommended a new education framework that raises the minimum level of education, establishes a comprehensive curriculum that all courses ...

Partners Group fund added to major platforms

MARK SMITH  |  TUESDAY, 9 SEP 2014
... investor sentiment and volatility found in public equity markets." The Partners Group Global Value Fund is rated 'Highly Recommended' by Lonsec, 'Recommended' by Zenith and is highly rated by van Eyk.

Challenger supports default 'MyPension' product

JAMES FERNYHOUGH  |  TUESDAY, 9 SEP 2014
... would also save retirees from paying capital gains tax on their lump sum withdrawals, as they currently do. Challenger recommended three possible models for such a default retirement product: a lifetime annuity; a lifetime annuity and an account-based ...