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Showing 1491 - 1500 of 4160 results for "April"

IOOF completes licence conditions

ELIZABETH MCARTHUR  |  FRIDAY, 15 NOV 2019
... conditions on IOOF and sought to disqualify several of its executive leaders in 2018 following the Royal Commission. In April 2019, IOOF was found to have breached one of APRA's licence conditions when it failed to establish a dedicated superannuation ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... and guarantee your turn-around time." Doulgeridis spent just under four years with SuperConcepts, leaving his position in April. He said on LinkedIn: "During my six months out of the SMSF industry I spent time travelling with my family, working on my ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... FASEA Code of Ethics for financial advisers." A document released by the Financial Planning Association of Australia in April, when only the code and explanatory statement were available, also delved into the issue of ethical investing to help financial ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... Bendigo Financial Planning shut down during the period. IOOF-owned Bridges acquired the Bendigo Bank advice business in April as part of a $3 million transaction that was estimated to move approximately $1 billion in funds under management to Bridges' ...

Industry fund experience lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 NOV 2019
... fund has left after just four months in the role. Beth Parkin was appointed head of member experience at Club Plus Super in April of this year but departed the fund in July. She has since left the financial services industry, taking a role with Qantas ...

Super investment menus not what they seem: Rice Warner

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... Since the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Bill 2018 passed in April 2019 new requirements for product design and disclosure have come into effect. These requirements mean super funds have ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... high-net-worth clients. Macquarie collected $144 million in fees in its wealth management business in the first half of 2019 (April to September 2019 for Macquarie). Last year, for the same period this number was $168 million. However, the $144 million ...

Chief economist update: Fed pause could be a short one

BENJAMIN ONG  |  FRIDAY, 1 NOV 2019
... Treasury Inflation Protected Securities (TIPS) - have fallen to 1.54% at the end of October from this year's high of 1.97% (April). The Fed's monitoring this because as Jerome explains: "inflation expectations are very important in driving actual ...

RI Advice faces ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... Doyle, ASIC had imposed additional conditions on the AFSL of Australian Financial Services. ASIC contacted RI Advice in April 2013 to express its concern over the recruitment but was assured by the group it only onboarded advisers who met strict and ...

ASIC puts trustees on notice

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... required to write to members with a balance of less than $6000 to notify them that their insurance cover may cease from 1 April 2020 unless they opt-in. "A recent review by ASIC found that many superannuation trustees did not adequately communicate with ...