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Showing 1 - 10 of 14 results for "AWK"

Super performance test needs personal rate of return: Adviser

KARREN VERGARA | THURSDAY, 15 AUG 2024

APRA's annual superannuation performance test fails to consider results where it truly matters - at the member level - and ends up missing the mark on ensuring positive member outcomes, according to a financial advice expert advocating for better ...

CPI poses awkward optics for RBA: Economist

ANDREW MCKEAN | MONDAY, 31 OCT 2022

Reserve Bank of Australia (RBA) commentary sometimes infers that Australia's inflation circumstances are different or less challenging than elsewhere in the developed country complex, but GSFM investment strategist Stephen Miller believes that any "difference" ...

Aussies unprepared for wealth transfer

ALLY SELBY | MONDAY, 9 DEC 2019

Despite the largest intergenerational wealth transfer to date looming, more than half of Australians do not have an estate plan in place. New research from Perpetual shows 56% of Australians do not have a will in place, with 53% of parents admitting ...

Managed funds versus the ASX 200

KANIKA SOOD | THURSDAY, 22 AUG 2019

Aussie equities managers had a hard time beating the S&P/ASX 200 Accumulation index in the year to June and the underperformance gap has widened significantly over the past four years, according to new Rainmaker research. Just one in 10 wholesale managed ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD | THURSDAY, 19 APR 2018

After three days of the financial services Royal Commission tackling financial advice, Financial Standard summarises the top stories and key points you need to know. Australia's top financial institutions are lining up before Commissioner Kenneth Hayne ...

Financial Wisdom to face class action for poor advice

LAURA MILLAN | MONDAY, 16 JUN 2014

Commonwealth Bank-owned Financial Wisdom will face a class action started by Shine Lawyers for inappropriate investment advice to more than 3,000 clients. Shine Lawyers confirmed to Financial Standard that the law firm is now collecting evidence to ...

CBA forced to review poor compensation methods

LAURA MILLAN | MONDAY, 19 MAY 2014

Commonwealth Financial Planning and Financial Wisdom will have to reopen compensation processes for more than 4,000 clients after its methods were found to be inconsistent and disadvantaged customers. The Australian Securities and Investments Commission ...

ASIC dictates seven-year ban for rogue CBA adviser

LAURA MILLAN | MONDAY, 7 APR 2014

The Australian Securities and Investments Commission (ASIC) has banned Commonwealth Financial Planning adviser Jade Zaicew for seven years. Zaicew's banning follows ASIC actions against former CBA advisers Don Nguyen, Ricky Gillespie, Simon Langton ...

Fairfax to sell InvestSMART to listed fund manager

ALICE URIBE | TUESDAY, 13 AUG 2013

Australasian Wealth Investments Limited (AWK) has entered into a binding agreement to buy online financial services portal InvestSMART from Fairfax Media (Fairfax) for a cash consideration of $7 million. A statement on the Australian Securities Exchange ...

Another Commonwealth Financial Planning adviser banned

BEN COLLINS | MONDAY, 12 NOV 2012

ASIC has permanently banned a former Commonwealth Financial Planning Limited financial planner from providing any financial services after it found he forged client signatures and failed to comply with financial services laws. Ricky David Gillespie ...

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Keystone Asset Management to be wound up

JAMIE WILLIAMSON

Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN

Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN

The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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