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| | | ... progressed," but added the caveat that no agreement has been reached, so they remain unfinished. According to Rainmaker Information, PM Capital's total funds under management sat at $2.6 billion in June. In the same month, PM Capital reported its ... |
| | | | ... many of the advisers on this year's list are already delivering on the QAR's mission - making financial advice and information more accessible to the masses and easier to digest," Financial Standard managing editor Jamie Williamson said. "We are living ... |
| | | | ... financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker, with 16,000 ... |
| | | | ... financial year, but policyholders continue to complain about claims-handling delays and insurers peddling misleading information. According to the Australian Financial Complaints Authority (AFCA), the total number of complaints has fallen 24% year on ... |
| | | | ... to ensure compliance with notice period requirements," AFCA said. Another insurer continues to provide misleading information to non-English speaking customers. The life insurer has failed to take steps to resolve the issues dating as far back as 2009. ... |
| | | | ... largest tax scandal continues to publicly unfold. The regulator said it found that Collins disclosed confidential information he obtained in his roles as a tax advisor to the Commonwealth Treasury and the Australian Board of Taxation. Accordingly, ASIC ... |
| | | | ... involves no actual or expected financial loss to the client. In other words, it's not an error that, if the correct information was provided, could have influenced the client's decision. Another example is if an approval letter issued to a superannuation ... |
| | | | ... unrelated AFSL holder cannot be what she was referring to in her promotional videos," he said. Additionally, Grubisa had information on her website claiming that she was an "ASIC licensed debt specialist" and held an "ASIC financial services licence". ... |
| | | | ... continued long term investment performance, and have a strategic focus on the way we work." According to Rainmaker Information, Cbus' MySuper default investment option delivered an annualised return of 7.8% over a 10-year period ending August 31 ... |
| | | | ... Endorphin Wealth and Verse Wealth. Sauer said in a world of "get rich quick" schemes and limitless, often contradicting information online, the name Source Wealth and its motto, "your trusted source" was conceived as an antithesis to unreliable financial ... |
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