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Showing 101 - 110 of 4010 results for "Case"

Commercial property likely to recover in 2024: Insights

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... hiking cycles. The period immediately after the conclusion of the rate hike cycle ending in 1994, 2000 and 2010 was in each case a very attractive time to buy, achieving above average returns over the following five years." However, he added that investors ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... a myriad of factors that are preventing them from advising on retirement products with confidence. The book also provides case studies and insights and solutions for balancing clients' retirement lifestyle expectations with strategies and options ...

OnePath cops $5m fine over fees for no service

CASSANDRA BALDINI  |  THURSDAY, 30 NOV 2023
... leading to the erosion of superannuation balances will be focal points for the regulator in its 2024 enforcement action. "This case highlights the importance of a super trustee charging fees correctly and providing accurate, clear and timely information ...

Aussie fintech growth counteracted by local challenges: EY

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
... non-financial sectors." Forner pointed out that 57% of surveyed fintech's said they are still in the growth stage, and so the case is strong for concerted action to support the sector. "After a decade of investment in fintech success, we can't afford ...

ASIC forced to pay James Mawhinney's legal costs

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2023
... costs Mayfair 101 managing director James Mawhinney incurred during the regulator's failed attempt at bringing an expanded case against him. The order follows the Federal Court of Australia's decision last month to reject ASIC's attempts, which included ...

Mercer fined $12m over advice failures

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... ensure disclosure documents were compliant. The presiding judge, Justice McEvoy, said the "contraventions in the present case were extremely serious. They were large in number, many clients were affected, large sums were involved, and they continued ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... it will instead pay $100 million following mediation this month. The $50 million was based on the initial outcome of the case, in which AMP lost before lodging an appeal in September. At the time, The Advisers Association chief executive Neil Macdonald ...

Quality is worth paying for in 2024: UBS

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
... moderate rally in global equity indexes next year as earnings grow, and as interest rates and bond yields fall. "In our base-case, we see the S&P 500 rising to 4700 by December next year," it said. "We also see a 9% earnings per share for S&P 500 companies ...

AFCA secures $1.2bn in refunds

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
Since its inception, the Australian Financial Complaints Authority (AFCA) has clawed back $1.2 billion in compensation and refunds for more than 400,000 consumers and small businesses. Reaching its fifth year in operation, AFCA explained its efforts ...

Product modernisation will strengthen retirement outcomes: FSC

CHLOE WALKER  |  MONDAY, 20 NOV 2023
New research commissioned by the Financial Services Council (FSC) highlights the case for a mechanism to support broader "modernisation" of superannuation and managed investment schemes. The report suggests current legislative and tax settings are inconsistent ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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Jason Huljich

JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. Eliza Bavin writes.
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