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DISCLOSURE
Funds management
The Australian Securities and Investments Commission (ASIC) has released final rules around over-the-counter (OTC) derivatives trade reporting obligations for financial i...
Funds management
ASIC consultation brings ASX platform a step closer but narrows its focus....
Financial planning
As it continues its discussions with industry, the Australian Securities and Investments Commission (ASIC) has extended the commencement of upcoming disclosure benchmarks...
Funds management
BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....
Funds management
Investors give fund managers thumbs-up for costs, but look for greater disclosure at fund level. ...
Financial planning
Warning that FOFA fee disclosure requirements will create more problems than they fix....
Super funds will have to disclose all types of advice-related fees charged to members after the new APRA reporting standards take effect on 1 July. ...
Funds management
ASIC has released a consultation paper that aligns with international standards on risk management for the managed funds sector, it said....
Funds management
Managed discretionary accounts (MDAs), which allow advisers to run direct equities portfolios for their clients, are under review by the Australian Securities and Investm...
Editorial
ANZ has reported FUM growth for the last quarter of 2012, but CEO Mike Smith says the environment for wealth remains subdued....
Financial planning
The Financial Services Council wants the Corporations and Market Advisory Committee to extend the inquiry into charitable trusts to ensure a level playing field for all p...
Life/Risk
We are all guilty of ticking a box saying we have read the offer terms and conditions when in fact we have not. Col Fullagar lists the contents of some of the more common...
Life/Risk
Col Fullagar gains insight into a client's duty of disclosure to an insurance company by studying a number of court disputes on the matter....
Superannuation
Having explained why they are financial products, David Court now examines the manner in which the disclosure requirements apply to SMSFs....
Editorial
Ever since the first impact of the global financial crisis, both international and domestic regulators have been announcing changes to hedge funds, which would aim at imp...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....