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Showing 441 - 450 of 2099 results for "MAX"

Uncertain times calls for portfolio dynamism: Insight

CHLOE WALKER  |  THURSDAY, 14 JUL 2022
Australian investors can seek to narrow downside risks by deploying various strategies designed to reduce risk and boost portfolio efficiency, according to Insight Investment - a challenge currently facing super funds. At a briefing in Sydney, Insight ...

Victorian AR charged with providing unlicensed advice

CASSANDRA BALDINI  |  WEDNESDAY, 13 JUL 2022
Former authorised representative Nizi Bhandari has been charged with engaging in dishonest conduct and providing unlicensed personal financial product advice. Between November 2017 and December 2020, Bhandari was an AR of The Australian Dealer Group ...

Link rejects Dye & Durham takeover bid

ANDREW MCKEAN  |  MONDAY, 11 JUL 2022
The Link Group board won't recommend Dye and Durham's $4.57 offer but will continue to seek an agreed position. The board cited that its dismissal of the acquisition offer followed stakeholder feedback, an independent expert's determination of the company's ...

July 1 super changes: Are you ready?

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
As we celebrate the 30th birthday of the Superannuation Guarantee, the new financial year brings with it plenty of changes to super. Here's what you need to know. From tomorrow, significant changes to superannuation and its surrounding legislation ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
The long-awaited Retirement Income Covenant comes into effect tomorrow and, with super funds unable to consider members' personal circumstances, there's a view that its introduction could significantly impact the financial advice sector - but ...

Former adviser charged over faked books

CHLOE WALKER  |  TUESDAY, 28 JUN 2022
A former financial adviser has been charged with seven counts of alleged falsification of company books following an ASIC investigation. ASIC alleged that between February 2010 and December 2018, Tai Thanh Nguyen of Interprac Financial Planning falsified ...

AMP North caps fees to expand adviser footprint

ANDREW MCKEAN  |  TUESDAY, 28 JUN 2022
AMP is lowering the maximum administration fees charged for MyNorth Investment and MyNorth Super accounts on its North platform. According to an AMP statement, the new limits on administration fees as part of an effort to push further into the IFA market. ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Diverger's bid for Centrepoint Alliance does not reflect the company's strategic value, the latter's board has determined. Diverger handed Centrepoint a non-binding indicative offer last Thursday, offering about $65 million for 100% of the company's ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
With a 20% interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was ...

Insignia welcomes head of responsible investing

CASSANDRA BALDINI  |  WEDNESDAY, 22 JUN 2022
Insignia Financial has named James Tayler head of responsible investing within its investment management team. The newly created role comes after Insignia recently announced its decision to combine investment teams, marking the latest step in its asset ...