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How advisers can overcome 'onerous' DDO compliance

How advisers can overcome 'onerous' DDO compliance
ifa.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifa.com.au Daily Mail and Mail on Sunday newspapers.

Ben Marshan , Neil Griffiths , Graham Dixon , Financial Planning Association Of Australia , Adviser Research Centre , Financial Services Council , Morningstar Direct , Data Feeds , Financial Planning Association ,

Morningstar recruits new advice executive

Morningstar recruits new advice executive
investordaily.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investordaily.com.au Daily Mail and Mail on Sunday newspapers.

Neil Griffiths , Graham Dixon , Adviser Research Centre , Commonwealth Bank , Research Advisory , Matrix Planning Solutions , Rick Di Cristoforo , Colonial First State , Matrix Planning , நீல் கிரிஃபித்ஸ் , கிரஹாம் டிக்சன் , காமன்வெல்த் வங்கி , அணி திட்டமிடல் தீர்வுகள் , ரிக் டி கிறிஸ்டோஃபோரோ , காலனித்துவ முதல் நிலை , அணி திட்டமிடல் ,

Morningstar names manager research ratings director

Morningstar names manager research ratings director 1 minute read Morningstar has appointed a new director of manager research ratings for the Australasian region. Annika Bradley has taken the job, succeeding Aman Ramrakha. She will lead Morningstar’s qualitative research on Australian and New Zealand fund managers and their strategies, as well as manage the firm’s research team and take ownership of research outcomes. Meanwhile, Mr Ramrakha is transitioning to a more client-oriented role as director of manager selection services, working alongside Tim Murphy and Matt Wilkinson. Advertisement ); googletag.cmd.push(function() { googletag.display( div-gpt-ad-1606778578862-0 ); }); } Advertisement Jamie Wickham, chief executive of Morningstar Australasia, commented: “This move will allow us to support the continued growth of our manager research client base and our strategic desire to grow b ....

New Zealand , Jamie Wickham , Tim Murphy , Sarah Simpkins , Aman Ramrakha , Annika Bradley , Matt Wilkinson , Society Of Australia , Adviser Research Centre , Morningstar Australasia , Certified Investment Management Analysts , Morningstar Direct , Adviser Research , Momentum Media , புதியது ஜீலாந்து , ஜேமி விக்கம் , நேரம் மர்பி , சாரா சிம்ப்கின்ஸ் , அன்னிக்க பிராட்லி , மேட் வில்கின்சன் , சமூகம் ஆஃப் ஆஸ்திரேலியா , காலை நட்சத்திரம் ஆஸ்திரேலியா , காலை நட்சத்திரம் நேரடி , வேகத்தை மீடியா ,

FSC, Morningstar roll out DDO solutions

FSC, Morningstar roll out DDO solutions
FSC, Morningstar roll out DDO solutions
The industry body and research firm have launched tools aiming to help advisers adapt to the incoming design and distribution obligations.
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ASIC’s design and distribution obligations (DDO) kick into effect from October, which will place a host of new restrictions on both issuers and distributors of financial products.
Advice licensees will need to take “reasonable steps” to ensure products are only distributed to the target client segments for which they are intended, according to the ASIC guidance.
ASIC will require issuers to form and review a Target Market Determination (TMD), which describes who a product is appropriate for, while distributors will need to ensure their clients align with the target market. ....

Sally Loane , Sarah Simpkins , Graham Dixon , Adviser Research Centre , Financial Services Council , Target Market Determination , சாரா சிம்ப்கின்ஸ் , கிரஹாம் டிக்சன் , நிதி சேவைகள் சபை , இலக்கு சந்தை உறுதியை ,