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Showing 251 - 260 of 1191 results for "Principle"

Vanguard Personal Investor sees Delta boom

CHLOE WALKER  |  TUESDAY, 5 APR 2022
According to the firm's newly launched Investor Insights series, Vanguard's Personal Investor platform saw a64% increase in accounts who were depositing during the Delta lockdowns in 2021. The series provides observations dedicated to understanding ...

First Sentier adds to RI, sustainability team

CHLOE WALKER  |  WEDNESDAY, 16 MAR 2022
First Sentier Investors (FSI) has made three appointments to its global responsible investment and corporate sustainability team. The global asset manager has named Joanne Lee as its new responsible investment specialist and Cressida Grant as head of ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Lawyer Michelle Levy's appointment in overseeing the Quality of Advice Review has received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called ...

Legal expert to lead QAR

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
A legal expert will take the reins in leading the Quality of Advice Review, Senator Jane Hume announced this afternoon, adding that the terms of reference have also been finalised. Allens partner Michelle Levy, a specialist in financial services, life ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put ...

Advisers cautious of election promises

KARREN VERGARA  |  THURSDAY, 3 MAR 2022
The federal government must be held accountable for making sweeping promises around reducing compliance and qualification red tape, a financial advice industry event has heard. The minister for superannuation, financial services, and digital economy ...

Hume pledges less red tape for advisers

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
The Liberal Party is promising major changes to the financial advice industry ahead of the federal election, ones that will overhaul compliance, costs, and education standards. Senator Jane Hume promoted the idea of deregulating the advice industry ...

Proxy advice reforms defeated

RACHEL ALEMBAKIS  |  FRIDAY, 11 FEB 2022
The Senate has overturned proxy advice reforms announced at the end of last year, three days after the new regime had begun. On a vote of 29 votes to 25, the Senate disallowed the new regulations that were announced by Treasurer Josh Frydenberg in December ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
Ignition Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice. In the terms of reference for the Quality of Advice Review, Treasury said it will "consider how the regulatory framework ...

PRI hires from Spirit Super

ELIZABETH MCARTHUR  |  FRIDAY, 28 JAN 2022
The local branch of the UN Principles for Responsible Investing has bolstered its team, hiring Spirit Super's general manager for strategy. Bart Moye has been appointed signatory relationship manager at PRI. He will support head of Australia and New ...