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Showing 31 - 40 of 225 results for "Elder"

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
With global markets rocking one way and the other in the last two months, it's not too far a stretch to imagine investors are feeling a little seasick, or at the least dumbfounded. Despite a recession knocking on the world's door, investors ...

Aussie at center of international scheme

ELIZA BAVIN  |  TUESDAY, 3 MAR 2020
An Australian has been named by the US Federal Trade Commission (FTC) as being at the center of a massive international business coaching scheme that "swindled" veterans and the elderly out of millions. Matthew Lloyd McPhee ran a scheme known as My ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard, a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... suggestions and escalate... Financial abuse can lead to other forms of abuse." Adult children are the most common perpetrators of elder financial abuse but McGowan said she's aware of cases where new friends suddenly come into the life of an elderly ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

Tropical theme Ponzi scheme busted

ELIZA BAVIN  |  FRIDAY, 22 NOV 2019
Small business owners and seniors in Florida have been the victim of a tropical themed Ponzi scheme that is now under investigation by the US Securities and Exchange Commission. The SEC announced that it has filed an emergency action and obtained a ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
Elders Financial Planning general manager Tony Beavan said that while the dealer group currently in a consultation period "no decision has been made yet." "Recent changes to the financial planning industry mean that it has become increasingly difficult ...

NAB launches team for vulnerable customers

KRISTI CHENG  |  TUESDAY, 17 SEP 2019
... Hub, its aim is to help detect the early stages of financial hardship, such as scam, fraud, domestic and family violence, elder abuse, low financial literacy and gambling addiction, NAB said. "We want to be there for our customers no matter their circumstances ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
IOOF has redefined the role of its chief risk officer and appointed a compliance and governance expert to the position. The group also announced the sale of one of its advice practices. Amanda Noble, who has been IOOF's acting chief risk officer ...

Former Futuro adviser charged with theft

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
A former Futuro adviser is facing up to 15 years behind bars following allegations he stole $179,600 from a deceased estate of which he was executor. Robert Pryor Smith appeared in the Adelaide Magistrate's Court charged with 27 dishonesty offences ...