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Showing 9881 - 9890 of 28277 results for "NOT"

Industry funds dominate member satisfaction

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
... recommendation to create a list of 10 best-performing super funds as default options for new workers must take into account not just performance tables but also how members rate them. "The reason for including what fund members think in assessing the ...

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not to be "naive" in thinking that managed accounts are not subject to the same conflicts of interest as larger institutions. Commissioner ...

Ethical investments top mandate appointments

JAMIE WILLIAMSON  |  TUESDAY, 22 JAN 2019
... Funds SA with 3%. However, if counted collectively, self-management would qualify as the second largest investment manager for not-for-profit funds. There has been 1138 investment mandates appointed in the last three years. *Rainmaker Group is the publisher ...

NSW adviser banned for 25 years

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
... provide financial services efficiently, honestly and fairly; had insufficient assets to meet its AFSL requirements; and did not document client investments adequately. The Court declined to order the winding up of a third company related to Miller (BDM ...

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
... for Macquarie's private wealth clients, for more than 20 years. "I am delighted to be joining Steward Wealth, a firm that not only shares my beliefs in the importance of integrity, but also the vision I have for how to provide the best possible service ...

Royal Commissions puts pressure on finance sector job market: Sunsuper

HARRISON WORLEY  |  TUESDAY, 22 JAN 2019
Latest research from Sunsuper shows that despite the permanent job market actually rising over the last 12 months, the finance sector still took a significant hit in job demand. With the Royal Commission placing unprecedented scrutiny on the industry ...

Chief economist update: Policy normalisation interrupted

BENJAMIN ONG  |  TUESDAY, 22 JAN 2019
... global economy is expected to maintain near-term momentum, but some risks and challenges loom in the medium term." Nah, I'm not ranting to bury the IMF. Its forecasts are based on the latest available information at hand when it gazed into its crystal ...

Watermark pulls out of global equities

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
... said the move has ultimately enhanced its investment capabilities but has proved a strain on resources. The funds have also not achieved the results the manager had hoped for, he said. "In low or zero beta strategies, an investor needs to be at the top ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... collaborating with other multi-boutiques already established in Australia, to leverage their business development expertise. "We are not opposed to partner with them if we don't have a significant overlap," Couvrecelle said. Aussie boutiques and ...

SMSF returns not accurate in Productivity Commission report

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... for the fees associated with SMSFs. In reality, there are a number of items which the ATO classifies as expenses that are not actually fees. "These include insurance, interest, and capital works and depreciation. While ATO expenses are relevant for accounting ...