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| | | ... clients. Last month, ASIC added to Merhi's allegations, saying he engaged in unconscionable conduct, failed to act in the best interests of clients, gave conflicted advice, and provided defective statements of advice whilst receiving millions of ... |
| | | | ... advisers don't have to do that on their own." He highlighted that the most successful firms in Australia are those with the best governance and the most loyal customers, while pursuing growth through strategic partnerships. "The firms that have good ... |
| | | | ... super funds." "As is always the case, super funds make investment decisions independently, on a case-by-case basis and in the best financial interests of members," SMC said. In February, modelling by SMC, IFM Investors and Mandala estimated that super ... |
| | | | ... they put members and member outcomes above all else. Perhaps user experience design agency UXDA founder Alex Kreger says it best: "The stark contrast between the front-office polish and back-office decay is like a modern-day Titanic - the gleaming exterior ... |
| | | | ... business for seven years. The regulator said Videkanic gave inappropriate advice to certain clients which was not in their best interests between July 2020 and February 2024. ASIC said Videkanic advised clients to establish a self-managed superannuation ... |
| | | | ... were impacted by the Shield Master Fund and the First Guardian Fund collapses," AFCA said. 'Failure to act in the client's best interest' complaints increased by 124% in the last year. Some 393 complaints related to inappropriate advice, which was down ... |
| | | | ... retirement spending has peaks and troughs, but that peak income is needed when people are enjoying maximum mobility and their best health. Too often, he says, people die with 90% of the starting super balance, a figure which does not indicate a retirement ... |
| | | | ... to providing a process that is fast, fair, and compassionate, and we continue to refine our approach in line with industry best practice to better support families at a difficult time." Emotional toll When a death benefit claim is denied or delayed ... |
| | | | ... invest most of their superannuation in the High Growth and Growth options of the Shield Master Fund when it was not in their best interests. He was also found to have provided false and misleading Statements of Advice, including representations that ... |
| | | | ... capital sources are focused on Sydney and Melbourne, as a 100% locally owned fund manager, we are focused on finding the best risk-adjusted returns for our investors, irrespective of geography," he added. Market Square will include a hotel, 234 premium ... |
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