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Showing 1291 - 1300 of 4034 results for "Personal"

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 ...

Super contributions rise despite ERS

ELIZA BAVIN  |  WEDNESDAY, 26 AUG 2020
... contributions marked an increase of 17% from the March 2020 quarter ($28.7 billion) but 1.4% less than in the June 2019 quarter. Personal contributions for the June 2020 quarter ($7.8 billion) were particularly soft, recording the lowest June quarter ...

VGI Partners profits tumble

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
... executive roles but stayed on the board and as an investor in the boutique's funds. Tynan's resignation is for personal reasons, according to VGI.

FS Power50: Vote now

STAFF WRITER  |  TUESDAY, 25 AUG 2020
... professional practice. Only financial advisers registered on ASIC's Financial Adviser Register as licensed to provide personal financial advice are qualified to proceed to the voting round. The 50 individuals who collect the highest votes and pass ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
Self-managed superannuation (SMSF) trustees are faced with unmet advice needs as costs and confidence in financial advisers stands in the way. The Vanguard Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet ...

Law firm demands Pahari documents from AMP

ELIZABETH MCARTHUR  |  THURSDAY, 20 AUG 2020
... unwanted sexual behaviour," Bornstein said. "Similarly, the investigation accepted that Mr Pahari gave Ms Szlakowski his personal credit card, asked her to communicate with him via WhatsApp while at a private club in the early hours of the morning, but ...

ASIC cracks down on 42 SMSF auditors

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... appropriate alternative to the cancellation of their registrations, pointing to the auditors' relevant non-SMSF experience and personal circumstances to justify the move. Since July 2013, the SIS Act has required all SMSF auditors to be registered with ...