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Showing 171 - 180 of 1037 results for "Panel"

Wilsons Advisory fined $550k by ASIC MDP

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
Wilsons Advisory and Stockbroking paid the significant penalty which was issued by the Markets Disciplinary Panel (MDP) after it found the firm to have incorrectly reported many trades as Trade with Price Improvement (TWPI). The $548,328 penalty was ...

Dexus Fund Management bolsters board

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... Elenium Automation and a non-executive director of Lion Beverages Group and a member of the Australian government's Takeovers Panel. Meanwhile, Phillippo has international experience across the energy, financial services, telecommunications, and technology ...

Financial planning avatars are the future

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
Alongside a panel of experts at the FPA 2022 Congress held in Sydney, FPA chief executive Sarah Abood was asked what she expects the advice sector to look like in 2023, and her answer involved the metaverse. "I'm an optimist when it comes to technology ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... leader Leah Sciacca explained that all financial advisers will need to register with the ASIC Financial Services and Credit Panel, in addition to being registered on the Financial Advisers Register. Appearing alongside the FPA's Ben Marshan, Sciacca ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... involved supporting advisers to becoming partners in the practice, and its continued commitment to diversity. "The judging panel was also impressed by the in-depth annual audit the practice undertakes to be accredited with the Global Fiduciary Accreditation ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
A panel session at the FPA Professionals Congress in Sydney has heard of some of the challenges planners face in articulating the value of ongoing advice arrangements. On the panel was Personal Financial Services principal and founding director Angela ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... out from the final Quality of Advice Review proposals and legislative updates in financial planning from ASIC, as well as panel discussions hosted by keynote speakers on the future of advice and networking events. "It's all about big picture thinking ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
... lawyers, a couple of economists, and there's a former financial adviser in the team." Misconceptions around the review panel have been brewing online with some claiming there's been no adviser involved. Levy countered the claims and explained ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... deposits. MLC Life Insurance has been added to the retail insurance offer for super clients, to complement the existing panel of AIA, TAL, and Zurich. Among other changes developed in partnership with advisers, clients now have the option of choosing ...

Hopes for action at "implementation" COP27

RACHEL ALEMBAKIS  |  MONDAY, 14 NOV 2022
... stepping stone targets for every five years, and set out concrete ways to reach net zero in line with the Intergovernmental Panel on Climate Change (IPCC) or International Energy Agency (IEA) net zero greenhouse gas (GHG) emissions modelled pathways ...