Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 266 results for "Nomination"

MAX Awards: Voting opens

DARREN SNYDER  |  THURSDAY, 10 MAY 2018
Financial Standard readers now have the opportunity to vote for the 2018 MAX Awards, recognising the leading marketing, advertising and sales professionals within financial services. Following nominations, 110 finalists have been named across 22 categories. ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
In a workweek cut short by a public holiday, the Royal Commission heard evidence which included an AMP adviser identified only as Mr E, whose clients haven't even been informed of his misconduct yet. It also included a high-profile adviser who "most ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
Missed something? Here's a recap of the most read stories to come out of the second week of the Royal Commission's inquiry into financial advice. High profile adviser under fire The Royal Commission heard how Fair Work commissioner Donna McKenna received ...

Royal Commission singles out 325 NAB staff cutting corners

ALEX BURKE  |  TUESDAY, 24 APR 2018
The Royal Commission referred today to a breach report concerning 325 NAB staff, including 204 financial advisers, who were involved in incorrectly witnessing client forms. This finding came out of a line of questioning involving a particular adviser ...

MAX Awards nominations close soon

DARREN SNYDER  |  TUESDAY, 10 APR 2018
Less than two weeks remain for nominations in the 2018 Marketing, Advertising and Sales Excellence (MAX) Awards. The annual event is hosted by Financial Standard and there are 23 award categories this year including Advertising Campaign of the Year ...

Long-standing Djerriwarrh executive retires

KANIKA SOOD  |  FRIDAY, 16 MAR 2018
... as a Djerriwarrh Investments director since December 1989. He has also held a spot on the company's investment and nomination committees since its inception. In 2003, Guy was appointed the chairman of the listed investment manager's audit committee. ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
IOOF is increasing efficiencies for financial advisers through a raft of enhancements to its leading retail platform, including non-lapsing binding nominations. Advisers using the IOOF Pursuit platform no longer need to update binding nominations every ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... have witnessed client signatures or allowing staff members to witness, without actually being present. In some cases, nomination forms have even been backdated. "Improper and unethical practices around binding death nomination forms can lead to very ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid in the event of certain life changes. "When members sign a binding death benefit nomination ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... safeguard those rights. Financial advisers must remember that, for certain superannuation funds, a binding death benefit nomination made by a client becomes invalid in the event of certain life changes, Cassar said. "When members sign a binding death ...