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Showing 81 - 90 of 203 results for "Designing"

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... AMP's review of its business has instigated several movements. As an example, HFM & Partners and Queensland-based Designing Financial Solutions (DFS) have recently left MLC-owned GWM Adviser Services not long after the IOOF takeover. "We are seeing ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating under the AFSL of independent ...

Asset allocators not prepared for market complexity: Milestone

ELIZA BAVIN  |  WEDNESDAY, 30 SEP 2020
... investment managers. Milestone said there has been increasing pressure on asset allocators to deliver better outcomes by designing and implementing more complicated investment strategies. Milestone said this gives rise to portfolios that are more challenging ...

Equipsuper changes insurance premiums

KANIKA SOOD  |  WEDNESDAY, 26 AUG 2020
... $10 a month. The fund said premium rises are geared towards member cohorts who are making higher levels of claims. "In designing these changes, we have undertaken a significant review to develop a deep member led understanding of their needs now and ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... Australia's goal of providing access to the fund via all major investment platforms. "The key step we took when designing this strategy for clients 15 years ago was replacing benchmarks with a risk budget. This was a transformational step which has ...

Super funds face penalties over early release failures

ELIZABETH MCARTHUR  |  TUESDAY, 7 APR 2020
... was not consulted about the early release measures. "The government acted swiftly and with limited consultation when designing some support measures, but we are now working closely with agencies and regulators to ensure we help those who need to tap ...

Problems persist with PYSP communication: ASIC

ELIZA BAVIN  |  WEDNESDAY, 12 FEB 2020
... retirement savings." Press said to implement the reforms effectively; trustees need to take a member-centric approach to designing and delivering their PYSP communications. "They must ask themselves: Will this approach help my members make decisions ...

Future Fund chief to lead IFM Investors

KANIKA SOOD  |  TUESDAY, 4 FEB 2020
... had done a "terrific job", first as chief investment officer and then as chief executive. "He has been instrumental in designing and implementing an investment strategy that has grown the Future Fund to its current value and in building a robust and ...

Life insurers lost $3.4b over five years: APRA

ELIZA BAVIN  |  TUESDAY, 3 DEC 2019
... Summerhayes said. "In a drive for market share, life companies have been keeping premiums at unsustainably low levels, and designing policies with excessively generous features and terms that, in some cases, provide a financial disincentive for policyholders ...

Extension for super fund portfolio disclosures

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2019
... "ASIC supports greater transparency about funds' portfolio holdings and encourages superannuation trustees to focus on designing website disclosure about holdings that is accessible and clear for their members," the regulator said. "ASIC notes that a ...