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Showing 991 - 1000 of 4032 results for "Personal"

CFS fined $20m over super misconduct

JAMIE WILLIAMSON  |  TUESDAY, 19 OCT 2021
... decision and didn't warn some members that general advice provided in the process didn't take into account their personal objectives, situation or needs. CFS has paid $67 million in remediation to about 5745 members. This is continuing, with ...

Advisers query super changes

ANNABELLE DICKSON  |  TUESDAY, 19 OCT 2021
Financial advisers have been focused on mitigating the impacts of COVID-19 on superannuation for their clients, according to BT. BT's technical team received over 2000 enquiries from advisers in the September quarter and the most asked question was ...

IFM partially acquires energy company

ELIZABETH MCARTHUR  |  FRIDAY, 15 OCT 2021
The IFM Global Infrastructure Fund will take a €2 billion stake in Naturgy Energy Group, a Spanish multinational natural gas and electrical energy utilities company. The fund, advised by IFM Investors, will shortly complete its all-cash voluntary ...

ASIC extends SoA relief measure

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... extended the relief measure, which enables advisers to replace SoAs with Records of Advice for existing clients whose personal situations have changed due to COVID-19. The relief was first introduced in April 2020 and was extended to October 15. ASIC ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... an increased engagement between Australians and their financial planner in the last 12 months to seek reassurance for personal finances or build a financial plan," he said. The winners will be announced in November. The finalists across the six categories ...

Active Super revamps digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 13 OCT 2021
... functionality alongside more stringent security measures. This includes multi-factor authentication for greater protection of personal data. Active Super is the first of Link's clients to launch such an offering, which uses Sitecore CMS and Okta MFA. ...

ASIC commences proceedings against Diversa

ELIZABETH MCARTHUR  |  MONDAY, 11 OCT 2021
... superannuation fund. Bhandari was permanently banned by ASIC in March 2021 after an investigation found he was giving personal advice while only authorised to give general advice and was prioritising his own interests over the interests of clients, charging ...

Employers unaware of YFYS, stapling: Study

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... compared to 40% for members without recent contact. Looking at what prompted fund contact in the last 12 months, updating personal details (23%) and obtaining forms and paperwork (22%) were by far the most common reasons for members to contact the funds. ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... to change their financial future, and by their very nature, the course of their lives," Beswick said. "I have a deep personal understanding of this as my dad was diagnosed with multiple sclerosis many years ago. An income protection policy changed his ...

Robeco appoints new chief executive

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
Robeco named a successor to chief executive Gilbert Van Hassel who steps down at the end of the year. Karin van Baardwijk, who is currently deputy chief executive and chief operating officer, will take the helm five years after Van Hassel was appointed. ...