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Showing 381 - 390 of 1657 results for "Website"

Adviser tampered with MySuper

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
... clients regarding the same issue. He then instructed a staff member to log into the adviser portal of the Aon Master Trust website and make investment choices on behalf of clients who did not respond to the letter, email or text. As a result, 331 clients' ...

ASIC called out over super fund disclosures

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
... Registrable Superannuation Entities licensees to publish information about their fund's portfolio holdings on the fund's website.

Extension for super fund portfolio disclosures

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2019
... reporting date to identify the holdings of the fund was to be 31 December 2019, with disclosure required on the trustee's website no later than 90 days from this date. However, the regulations which set out the way in which this disclosure is to be organised ...

FS Power50 highlights most influential advisers in 2019

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
... ethical values as part of their holistic plan are bound to flourish," she said. The full list is available on the FS Power50 website.

Trillionaires around the corner: study

KANIKA SOOD  |  FRIDAY, 18 OCT 2019
... executive Jeff Bezos is on the way to becoming the first trillionaire by 2026 when he will be 62 years old, according to UK website Comparisun. His trillionaire status will come despite of his recent divorce from MacKenzie Bezos after 26 years of marriage. ...

Rainmaker Group announces acquisition of Industry Moves

HARRISON WORLEY  |  FRIDAY, 18 OCT 2019
... things in finance," said Cleveland. Penny Pryor will continue with Industry Moves as editor of the products section of the website. The acquisition of Industry Moves is the fourth in 2019 for Rainmaker, including Money magazine in March and industry-focused ...

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ...

No one reads the PDS: ASIC

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
ASIC is calling time on the financial services industry's reliance on disclosure as the default consumer protection, saying it enables poor conduct and poor consumer outcomes. The regulator said disclosures have been assumed to inform consumers to make ...

FASEA exam dates revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... Toowoomba, Bunbury, Mackay, Geraldton, Wagga Wagga and Coffs Harbour. FASEA has provided the FG003 Preparation Guide on its website for advisers to prepare for the exam. The guide includes a curriculum and reading list as well as practice questions. ...

Milestone ETF Rule passed

JAMIE WILLIAMSON  |  FRIDAY, 27 SEP 2019
... maintaining appropriate investor protections." The ETF Rule will require issuers to publish daily portfolio holdings on their website as well as historical data relating to premiums and discounts and bid-ask spreads to ensure transparency. However, the ...