Search Results | Showing 1771 - 1780 of 12383 results for "May" |
| | | ... Also like CalPERS, the information accessed included names, birth dates and social security numbers. "We know that members may be concerned, and CalSTRS is committed to ensuring the privacy and security of our members' personal information," the fund ... |
| | | | ... through cold calling. Unsolicited calls to consumers about superannuation advice should be banned, the industry body said in its May pre-budget submission, adding that it is aware of several financial advice businesses employing intermediaries to gain ... |
| | | | ... regulator after he was convicted of using the Netwealth platform to access client accounts and make unauthorised transactions. In May 2020, Wertheimer made 48 unauthorised transactions on the trading accounts of 36 clients using the Netwealth platform. ... |
| | | | ... seen a deterioration in accessibility. In response to this, MSCI introduced a special treatment in the MSCI Egypt Indexes in May 2023 to potentially reduce the number of changes in related indexes and mitigate index replication concerns. MSCI also mentioned ... |
| | | | ... specific portfolios, it will likely not make the entire financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by financial advisers, who use GPT-4 to generate portfolio recommendations from the investor ... |
| | | | ... Khouri agrees that the proposed fit-for-purpose SoA will create efficiencies in the advice process. However, Khouri said this may further emphasise the importance of documentation and files notes that advisers should instead maintain. The elimination ... |
| | | | ... might also look at intermediate options when it comes to charging clients. "If someone accesses a particular service, they may pay a small fee," he said. "These are things that funds are going to be weighing up in terms of their obligations to act in ... |
| | | | ... breach of PBI's systems on June 6 impacted about 769,000 files on the fund's retired members, including inactive members who may soon become eligible for benefits. The data sent to PBI by CalPERS was secure and encrypted, the fund said. The information ... |
| | | | ... increasingly important," he said. The platforms arm was lumped in with several other underperforming business lines at Westpac in May 2020 when it created the Specialist Businesses Division for those that lacked sufficient scale. In addition to platforms ... |
| | | | ... superannuation journey." Her appointment completes the fund's new executive structure that was announced in March. In May, the fund promoted Nick Horn to head of investment risk and Bridget Piggott to head of risk. Also in June, ART appointed a new ... |
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