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Showing 1381 - 1390 of 12292 results for "General"

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... fits with the good advice side. If there's an overlap or if there's a linkage. Is good advice a subset of the general duty of care?" Abood agreed and said there is a lot of consistency with what Maroney said. "What our members are talking about ...

Current legislation "wrong way around": Levy

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... highlighted that current law regulates the provision of financial product advice, then it subdivides into two categories: general and personal advice. "My first proposal is that what becomes regulated is the provision of personal advice," she said. And ...

AFA Foundation's community impact

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
In honour of the late Chris Regenass, AFA Foundation chair Dave Slovinec announced that the foundation is supporting Kidney Health Australia as part of the AFA 'Thrive' conference. Approximately 200,000 people suffer from kidney disease in Australia ...

Karen Phin retires from Magellan board

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
... non-executive director has flagged her intention to retire from the Magellan board at the conclusion of the company's annual general meeting on October 20. A seasoned executive with over 25 years' experience in the financial sector, Phin joined ...

AMP cops $14.5m penalty over fees for no service

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2022
... Superannuation; and $6 million by AMP Life. The fees for no service were charged to 1452 Flexible Super members who had access to general advice through their employer. Despite moving on from that employer and no longer having access to the services ...

Actuary of the Year named

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... the Institute Working Group for the collaboration with the Australian Human Rights Commission (AHRC) and a member of the General Insurance Practice Committee. He has also served as chair of the Actuaries Institute's Anti-Discrimination Working Group. ...

Former fund manager, philanthropist Brian Sherman passes away

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
Brian Sherman has passed away at age 79 after a long battle with Parkinson's disease. South-African born Sherman was chair and joint managing director of investment house EquitiLink Group. In his memoir, Lives of Brian, he recounted how he came to Australia ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

Stop orders placed on property funds

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
... the responsible entities of the funds from issuing interest in, giving a product disclosure statement for or providing general advice to retail clients recommending investment in the funds under the existing TMD. The ARP Fund solely invested in a portfolio ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Madeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers and Cara Williams from Sufficient Funds. TAL general manager, retail distribution, Niall McConville said: "Now in its 10th year, the Female Excellence in Advice award continues ...