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Showing 261 - 270 of 8501 results for "BEST"

Court blocks Merhi from financial services

KARREN VERGARA  |  TUESDAY, 28 OCT 2025
... 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 ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... 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 raise stakes in US investments to US$1.44tn

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... 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 ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... 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 ...

ASIC bans adviser attached to UGC, MWL

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... 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 ...

Complaints still too high: AFCA annual review

ANGELIQUE MINAS  |  THURSDAY, 23 OCT 2025
... 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 ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... 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 ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... 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 ...

ASIC slaps MWL adviser with ban over Shield involvement

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... 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 ...

Regal, Merricks invest $400m in South Australian infrastructure

RIDDHIMA TALWANI  |  TUESDAY, 21 OCT 2025
... 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 ...