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Showing 941 - 950 of 1613 results for "Recommended"

Macquarie rebukes advice, compliance concerns

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... may have. Macquarie was not called to give evidence at the Committee's hearings." The final report by the Committee recommended that ASIC undertakes "intensive surveillance of other financial advice businesses that have recently been a source of concern ...

Allan Gray Australian Equity Fund highly recommended by Zenith

MARK SMITH  |  MONDAY, 7 JUL 2014
The Allan Gray Australia Equity Fund has received a 'Highly Recommended' rating from Zenith Investment Partners. The benchmark-unaware domestic equity fund is focused on companies which Allan Gray believes misunderstood or out of favour, trading significantly ...

Investors Mutual gets in on LIC act

MARK SMITH  |  MONDAY, 7 JUL 2014
... scale benefits, he added. QVE will not charge any performance fees to its investors. The strategy also has a 'Highly Recommended' rating from Lonsec and a 'Recommended' rating from Zenith. "We have received overwhelmingly positive feedback from research ...

GARS added to BT Wrap platform

HARRY PAGE, MARK SMITH  |  THURSDAY, 3 JUL 2014
... says the firm encourages researchers and analysts to meet with all members of the investment team. The fund has a 'Recommended' rating from Lonsec and Newham expects more to follow in the coming months.

CBA opens up compensation review to all advice clients

LAURA MILLAN  |  THURSDAY, 3 JUL 2014
... Securities and Investments Commission (ASIC), which was critical of the bank's management of its financial planning arm and recommended setting up a Royal Commission. When asked if the bank is preparing to the possibility of facing a Royal Commission ...

CBA boss to be grilled on Senate report

AAP  |  THURSDAY, 3 JUL 2014
... corporate regulator over their response to claims of fraud and misconduct by some CBA financial planners. The report recommended a royal commission be established into the wrongdoing, which occurred between 2006 and 2010 and included the forging of client ...

Inquiry has Macquarie Private Wealth in its sights

MARK SMITH  |  FRIDAY, 27 JUN 2014
... report. The organisation was referred to by name in one of the Senate Committee's 61 recommendations. The report has recommended that "ASIC undertakes intensive surveillance of other financial advice businesses that have recently been a source of concern ...

Senate inquiry reccommends Royal Commission into CBA

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
The Senate Economics Committee has recommended that the government establish an independent inquiry in the form of a judicial inquiry or a Royal Commission to examine the cases of adviser misconduct within the Commonwealth Bank financial planning businesses. ...

YBR Smarter Money receives rating upgrade

MARK SMITH  |  THURSDAY, 26 JUN 2014
Yellow Brick Road's floating rate fixed income fund, YBR Smarter Money, has been upgraded to "Highly Recommended" by independent asset-consulting firm, Atchison Consultants. Since its launch over two years ago, Smarter Money has returned 5.9% annually ...

SPAA voices concern over conflicted remuneration

LAURA MILLAN  |  THURSDAY, 19 JUN 2014
... also said it "strongly supports the catch-all provisions of the best interest duty," as well as the other amendments recommended by the Committee. On the conflicted remuneration issue, SPAA chief executive Andrea Slattery said: "We believe the government ...