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Showing 401 - 410 of 6170 results for "Statement"

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... guidance], we won't charge them, and it's included in what we do for the parents. Sometimes it doesn't involve a Statement of Advice. It might just be helping them find an accountant," Vade says. "That helps build a relationship and as those ...

Active Super found guilty of greenwashing

ANDREW MCKEAN  |  THURSDAY, 6 JUN 2024
Active Super has been found guilty of misleading the public with false claims about its environmental, social, and governance (ESG) credentials. The profit-to-member fund, which is set to merge with Vision Super in March 2025, made claims on its website ...

Australian Unity lashed by ASIC over TMD questionnaire

JAMIE WILLIAMSON  |  THURSDAY, 6 JUN 2024
Australian Unity Funds Management has been told to stop offering its Select Income Fund, with ASIC saying retail clients are unlikely to understand the questionnaire used to determine whether they would be in the target market. ASIC made an interim ...

Equity Trustees hit with fine by APRA

ELIZA BAVIN  |  WEDNESDAY, 5 JUN 2024
... required by the regulator. "Importantly, no members were impacted by the late reporting of the data," EQT said in a statement. "Steps were taken immediately with the fund administrator once it became clear that they were not able to meet the required ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard, a spokesperson for Insignia Financial said: "As announced to the market last July, we have been making ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

HMC Capital scoops up Payton Capital

ANDREW MCKEAN  |  FRIDAY, 24 MAY 2024
... already started the process of recruiting a high calibre investment team to expand into new areas of private credit," a statement from HMC said. HMC has begun recruiting an investment team to expand into these new areas of private credit.

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... not prioritise the interest of clients above his own or that of his AFS Licensee. Nabi also gave clients a disclosure statement that contained misleading or deceptive statements. ASIC ultimately found that Nabi could not be relied upon to discharge the ...

Jim Lamborn retires from JANA

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
... day-to-day responsibilities, Lamborn will continue as a non-executive director on the JANA board, it added. In a further statement, JANA said: "We are pleased that he will continue to lend his expertise and guidance in this new role." "We are pleased ...