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

Search Results

Showing 1211 - 1220 of 4002 results for "Personal"

Evans Dixon to rebrand

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... subsidiary Dixon Advisory & Superannuation Services engaged in 126 breaches of best interests obligations relating to personal financial product advice it provided retail investors to invest in URF.

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... across highly relevant areas for my clients, including a top-level investment committee, tax and accounting services and personal insurances," Boustred said. Stanford Brown chief executive Vincent O'Neill said: "Her professional, boutique and technically ...

Aware Super announces $1bn property project

ELIZABETH MCARTHUR  |  MONDAY, 12 OCT 2020
... and entertainment, and most importantly the people who come to the city to make connections in their professional and personal lives, will endure beyond the current COVID-19 related challenges."

Adviser sentenced to eight years' prison

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... 2006 and December 2017, Dick accessed and transferred about $1.1 million of clients' superannuation, pensions and personal savings. Dick was licensed by AMP's Jigsaw Advice Services from 2004-2012 before joining GWM Adviser Services for two years. ...

MySuper reforms could have downsides

ELIZABETH MCARTHUR  |  FRIDAY, 9 OCT 2020
... factors played a big role in how pension funds choose managers: pre-hiring investment returns/performance and pre-existing personal connections between the people working at the fund and the investment manager. Post-hiring returns for managers that won ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... report Financial advice: Mind the gap which highlighted how consumers are unfamiliar with the concepts of general and personal advice. The report echoed the recommendations of the Murray Financial System Inquiry and the Productivity Commission reports ...

Sweeping tax cuts announced

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... include car parking and electronic devices provided to employees. The government has brought forward $17.8 billion of personal tax cuts to over 11 million individuals and backdated them to July 1. The stage two tax cuts increases the low income tax offset ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...

Fund manager hires client experience lead

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... has extensive blue-chip experience in asset management and wealth. His most recent experience was working at Schroders Personal Wealth as chief marketing officer for 12 years. Overall, he was at Schroders for more nearly 17 years, initially working as ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... conflict". "Standard 3 of the code is concerned with an actual conflict between duties advisers owe their client and any personal interest they have or an actual conflict between duties they owe their client and duties they owe another individual or ...