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Showing 1251 - 1260 of 4000 results for "Personal"

UK pensions to factor in climate change risk

JAMIE WILLIAMSON  |  FRIDAY, 4 SEP 2020
... would be extended to smaller schemes down the line, following further consultation. The requirements do not apply to personal or public sector funds, with Coffey saying it is up to other regulators to decide whether or not to follow suit. "But I think ...

Super fund expands investment exclusions

ELIZA BAVIN  |  FRIDAY, 4 SEP 2020
... change is part of its responsible investment approach and will come into effect 1 October 2020. "The HESTA and HESTA Personal Super PDS was updated to reflect an exclusion that applies across our entire portfolio of investment in any company that provides ...

MTAA Super, Tasplan reveal executive lineup

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... all the best with their future endeavours." "We are excited about the future. This merger will allow us to provide the personal customer service benefits of a smaller fund while harnessing the benefits of scale a larger fund can bring," she said. This ...

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... the industry could start from scratch. For the regulators' part, Hanrahan suggested that what is not classified as personal advice should be subjected to lighter red tape. Personal advice has a fiduciary characteristic, she said, meaning that advisers ...

ASIC restrains Mawhinney

ELIZABETH MCARTHUR  |  THURSDAY, 3 SEP 2020
... said in a statement in August. In court documents seeking these orders, ASIC provided some insight into Mawhinney's personal financial situation. According to an affidavit provided to ASIC lawyers, he holds a bank account in Monaco but claims that ...

Industry funds triumph July performance

ANNABELLE DICKSON  |  WEDNESDAY, 2 SEP 2020
UniSuper and AustralianSuper have come out on top of the leaderboard for personal and workplace superannuation over the longer term but couldn't keep up in the last 12 months, according to the latest figures from Rainmaker Information. UniSuper's default ...

Fake pastor herds believers into Ponzi scheme

ELIZABETH MCARTHUR  |  MONDAY, 31 AUG 2020
... space to give the appearance of a legitimate investment business. The SEC said investor funds were misappropriated for personal use by the defendants and used to make payments to earlier investors. "As alleged in our complaint, the defendants exploited ...

Former adviser faces fraud charges

ALLY SELBY  |  MONDAY, 31 AUG 2020
... authorisation. Between 2016 and 2018, Gordon subsequently used $473,600 from funds belonging to Diverse to pay off his personal debts and expenses, as well as business expenses for Refocus. "Those funds had been invested by SMSF clients for the purpose ...

COVID-19 propels advisers, incumbents into the future

ALLY SELBY  |  MONDAY, 31 AUG 2020
New global research reveals the COVID-19 pandemic has squeezed years of digital transformation into less than two months, but finds that partnerships, innovation and agility will be key for both advisers and institutions to survive and thrive going ...

Law firm summarises report AMP won't release

ELIZABETH MCARTHUR  |  MONDAY, 31 AUG 2020
... investigation Szlakowski was handed by AMP after making her complaint. The findings concluded Pahari did not ask Szlakowski personal questions about men she had dated, classifying Szlakowski's allegation that Pahari asked the age of the oldest man she ...