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Showing 1 - 10 of 96 results for "Case Study"

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... of reference for the inquiry specifically mentioned the collapse of Dixon Advisory and Superannuation Services as a case study, including looking at the business model and influence of the sale of related party products. The inquiry was also supposed ...

Funeral insurer fined $4.75m

MATTHEW WAI  |  FRIDAY, 11 JUL 2025
... case. This brings the total penalties ordered against ACBF to $4.7 million. Additionally, Youpla was the subject of a case study in the Royal Commission into misconduct in the banking, superannuation and financial services industry. ASIC chair Joe Longo ...

AFCA highlights 'pattern of delays' in super

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
... negative impact on consumers and contribute to a relationship breakdown between the customer and financial firm." In one case study with an unnamed fund, AFCA said it observed a "pattern of delays" in the fund's responses which affected its Internal ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... well as gain additional insights that lead to better products and services. Taking the $37 billion State Super as a case study, the super fund uses reinforcement learning (RL) models that inform asset allocation tilts and help structure trades. It is ...

Super funds 'playing to their strengths' in private markets

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
Super funds are proving a good case study for investing in private assets, according to Morningstar's 2025 outlook. "Australia's super funds have successfully pioneered investment in asset classes such as unlisted infrastructure and property for decades ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti used a case study at the recent AFCA Member Forum to highlight a grey area that advisers can overlook after one AFCA complainant, who was the ...

Investors warned on human rights risk in Israel-Hamas conflict

RACHEL ALEMBAKIS  |  FRIDAY, 13 OCT 2023
... providing a list of OHCHR's list of businesses operating in settlements in the OPT is highlighted in the toolkit and a case study that refers to the Palestinian territories, Parker explained.

Asset managers dismiss liquidity risks: FCA

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... to urgent escalation events, particularly in volatile environments. The collapsed Woodford Equity Income Fund is a case study of poor liquidity management. The fund's administrator Link Group recently settled with the FCA to compensate victims. When ...

How this budget was built

ALEX DUNNIN  |  TUESDAY, 9 MAY 2023
... and multi-nationals pay 15% minimum tax are likely to be a much more important area to watch. In this sense a good case study in LNG production and exports. Australia is the world's largest exporter of LNG, with Qatar in second place. The $26 billion ...

ASX chief churn increases: Analyst

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
... leadership coming in with a detailed transformation plan and a clear pathway for execution." She said A2Milk is a good case study, taken over by chief executive David Bortolussi at a time when border closures had disrupted the path to Chinese consumers. ...
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