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Showing 411 - 420 of 1620 results for "Review of"

AFCA weeds out phony complaints

ELIZABETH MCARTHUR  |  FRIDAY, 30 JUL 2021
... complainant had actually incurred financial loss due to the issue they were complaining about. "Under the pilot, where on review of all the available information we assessed the complainant had not appeared to have suffered a loss or the financial firm ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... with AIA saying it will offer roles to some Commonwealth FP employees. CBA noted that it is undertaking a strategic review of the remainder of Commonwealth FP in the context of its strategy which is to "build tomorrow's bank today and improve the ...

Super fund chair outlines future strategy

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... how those returns are generated is equally important to our membership base." As such, touching on ASIC's ongoing review of ESG products, Casey said the funds welcome any initiative that would ensure that "funds follow through in an authentic manner ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... and continuing to develop and enhance their offering to Australians." He left Mutual Trust as a part of a strategic review of its wealth function. Mutual Trust appointed its head of wealth Jono Gourlay to lead investments.

FIRB updates guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... considered when using convertible note facilities in respect of certain transactions. Treasury is set to commence a review of the foreign investment policy framework in the coming weeks, with the review to be completed by December 10. "Investors should ...

ASIC consults on anti-hawking rules

KANIKA SOOD  |  THURSDAY, 22 JUL 2021
... against CommInsure, after the firm plead guilty to 87 counts of unlawful life insurance hawking. In February 2018, an ASIC review of ClearView's sales calls found the insurer used unfair and high-pressure sales tactics to sell life policies over ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... property, this research raises the question of why advisers are not considering equity release strategies, including a review of the government and private sector product options as part of a comprehensive retirement plan, he said. Half of the population ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... clients, including professional indemnity insurance. Bevan has applied to the Administrative Appeals Tribunal for a review of ASIC's decision.

Good year for active managers in fixed income

KANIKA SOOD  |  FRIDAY, 16 JUL 2021
... income Kanika Sood Active fixed income managers outperformed their indexed peers in COVID-19, according to Zenith's review of the universe. In the 12 months to April end, the Bloomberg Ausbond Composite Index (0+years) returned a net return of -1.19%. ...

Zenith introduces ESG classification

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... funds branded as pursuing responsible, ethical or sustainability aim," he said. The research team typically combines a review of the portfolio holdings and conducts a qualitative analysis, rather than rely on manager self-assessment questionnaires. The ...