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| | | ... it seems much of this could be lost during transfer, with one in five (20%) over-50s worried about additional costs and legal fees impacting their ability to leave a legacy. Australians also have a heavy reliance across the population on wills (49%) ... |
| | | | ... have reacted by recruiting professionals with a wide range of skills including investment analysts, financial planners, legal experts, and technologists. Family offices have also embraced advanced data analytics, artificial intelligence, and machine ... |
| | | | ... invaluable in helping FEAL continue to empower world-class leaders. "Natalie's extensive experience in corporate governance, legal, risk management, and government affairs will strengthen FEAL's commitment to professional development, education resourcing ... |
| | | | ... Bradford. "Our Roadmap is led by guiding principles which recognise, most importantly, Australian Retirement Trust's legal duty to our members. "A key principle of our Roadmap is that we cannot achieve a net zero greenhouse gas emissions investment ... |
| | | | ... effort to pay, the trustee has instigated the wind up of NextGen. According to Selina Nutley, a partner at McMahon Clarke Legal, the overriding message of this case is that AFCA determinations are ignored at a licensee's peril. "Not only does failure ... |
| | | | ... designed more than 20 years ago for a larger number of less sophisticated trustees. It offered general guidance and had no legal status or effect," Cole said. "Trustees are operating more mature businesses today and are well placed to make decisions ... |
| | | | ... product of a corporate culture that places a low priority on the observance of the law and on respect for its customers' legal rights," he continued. Commenting on the outcome, ASIC deputy chair Sarah Court said: "NAB continued to charge fees when ... |
| | | | ... Trade continues to offer its margin product to Australian customers without a target market determination. As part of the legal proceedings, ASIC is seeking declarations, a pecuniary penalty, and court injunctions to put a stop to the alleged "contravening ... |
| | | | ... more concerned with identifying accountability for unaddressed risks, Red Marker said. "The tension between marketing and legal/compliance in financial services illustrates that the delicate balance between creativity and compliance can easily become ... |
| | | | ISPT has added Andrew Dean to its executive leadership team as chief legal, risk, and safety officer. Dean has over 15 years' experience leading legal, risk, and safety teams in the property industry across the Asia Pacific region. In his new role ... |
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