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Showing 381 - 390 of 1191 results for "Principle"

Fix gaps in AFCA remit: Creevey Russell

ELIZABETH MCARTHUR  |  MONDAY, 9 DEC 2019
Creevey Russell principle Dan Creevey is calling on the government to urgently fix gaps in reforms made to the Australian Financial Complaints Authority, with certain groups at risk. As part of the reforms following the Royal Commission, changes were ...

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
Dante De Gori, chief executive of the Financial Planning Association of Australia, has explained why a united front is needed in financial advice as the bill to defer new education requirements is tabled in parliament. At the recent FPA Professionals ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
The Financial Adviser Standards and Ethics Authority is under pressure to clarify its stance on all forms of managed accounts. FASEA chief executive Stephen Glenfield confirmed he has met with the Institute of Managed Account Professionals and is considering ...

Rest climate risk case goes to trial

ELIZABETH MCARTHUR  |  MONDAY, 2 DEC 2019
A three-day trial has been scheduled for the landmark case brought against Rest by member Mark McVeigh. The case, related to climate change risks, will have its day in court with a three-day trial scheduled for the week commencing 20 July 2020. The ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
The Certified Financial Planner® Professional of the Year and FPA Professional Practice of the Year have been named at the 2019 FPA Professionals Congress in Melbourne. Presented at the Future2 Celebration at the St Kilda Sea Baths and now in their ...

Fossil fuel exposures climb at UniSuper

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
The $80 billion superannuation fund is more exposed to companies involved in fossil fuels than it was a year ago, according to its second annual climate risk disclosures released yesterday. At June end, UniSuper had 12% of its exposures in companies ...

TCorp launches new bond

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
TCorp, the investment and financial management partner for the NSW public sector, is launching a new bond. The 1.25% sustainability bond issue proceeds are earmarked to finance a combination of green and social assets. The pool of projects has already ...

Legal fight could change super game

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
Rest, the $57 billion industry fund, continues to battle a legal fight brought by one of its members that could have consequences for the entire superannuation industry. Rest will be in court again on November 15 for a case management hearing. In July ...

Chief economist update: Good news is good news

BENJAMIN ONG  |  MONDAY, 4 NOV 2019
... Bellamy Brothers There's good news all around it seems. The US and China have reportedly reached a consensus (in principle) over their latest trade negotiations. Not holding my breath given historical precedence of talk breakdowns but hoping for ...

Whistleblower calls out approved product lies

ELIZA BAVIN  |  WEDNESDAY, 23 OCT 2019
... licensee-level approval required to go 'off-piste' for any one client's product solution. In contrast to the principle of dictating where to direct business, many non-aligned advisers actively avoid those insurers which, experience has told ...