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Showing 921 - 930 of 3169 results for "Rather"

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... other manner where they have a conflict of interest or duty, means for managed accounts to consider the code as a whole - rather than just one standard. "I think you'd do it in the same way you've done other forms of charging a fee. You need ...

Concerns over rise of the mega-fund

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2019
... analysts because it is of a size now that the most efficient way for it to add value is to actually take over entities rather than invest in part of their equity," he said. SG Hiscock believes this trend is going to continue into 2020, and larger funds ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
... their clients' best interest," Nantes said. The partnership will allow brokers and financial advisers to focus on clients, rather than manual paperwork. Nantes said the new automated solution will improve efficiency and accuracy levels by providing AFSL ...

Life insurers lost $3.4b over five years: APRA

ELIZA BAVIN  |  TUESDAY, 3 DEC 2019
... "Life companies have collectively lost around $3.4 billion over the past five years through the sale of DII to individuals (rather than through superannuation). APRA wrote to the industry in May requesting urgent action to address the problems," APRA ...

First green bond ETF listed

ELIZA BAVIN  |  FRIDAY, 29 NOV 2019
... widely, we're finding investors want to know that their money is being invested in a way that aligns with their values, rather than ethical in name alone. The screening process each bond must pass enables GBND to offer 'true to label' exposure." ...

Regulators quash remuneration rumours

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... believe some see the January 2021 cut-off date for grandfathered commissions as the commencement of a transition period rather than a definitive deadline. "This is your transition period, so get prepared," Press said. She also said ASIC does not expect ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... Mentor Financial Services Group who all recently passed the FASEA exam. "I'm sure everyone here wants to hear from you rather than the chief executive of FASEA yammering on too much," Glenfield laughed, kicking off the panel. He then offered some practical ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... All consumers tested said they much preferred a digital SOA and the ability to engage with and learn from their advice rather than read paper-based SOAs, the FPA said. Digital delivery enables better understanding of and engagement with an SOA's content ...

Superestate eyes property mandates

HARRISON WORLEY  |  WEDNESDAY, 27 NOV 2019
... Superestate chief executive Grant Brits has revealed the future of the firm will lie in its investment management business, rather than its disruptor superannuation product, which aims to provide millennials with a means for accessing exposure to the ...

Chief economist update: Let's talk about debt

BENJAMIN ONG  |  TUESDAY, 26 NOV 2019
... of disposable income (June quarter 2019), further interest rate reductions would almost surely be used to pay down debt rather than spent. Not only that, as the OECD rightfully warns: "High indebtedness of the household sector could exacerbate the transmission ...