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Showing 441 - 450 of 1620 results for "Review of"

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
... fail to comply with the financial services law," ASIC said. She has appealed to the Administrative Appeals Tribunal to review of ASIC's decision. Lee joins a long list of former advisers in the Banned and Disqualified Persons Register. Most recently ...

Managed funds coped with COVID-19: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
An ASIC review of retail managed funds found that they effectively coped with the challenges presented by COVID-19. ASIC found managed funds largely did not face serious investor liquidity challenges during the height of COVID-19 market disruptions ...

Chief investment officer departs Mutual Trust

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... more than four years, has left the business. A spokesperson for Mutual Trust said his departure is part of a strategic review of its wealth function. Jono Gourlay, Mutual Trust head of wealth, will now lead the business' investments. He has been with ...

Catholic Super bank implements Temenos

KANIKA SOOD  |  MONDAY, 12 APR 2021
... under an extended public offer. The combined trustee Togethr Trustees said the decision to sell comes after an extensive review of operations and assets, which determined that growing the bank would require additional investment and focus. It has decided ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... "As a profit-to-member fund we're doing the right thing by managing this proactively - including through the ongoing review of our advice business and where our offices are located to ensure it reflects member demand." In the past year, Forman said Aware's ...

ASIC praises super trustees

ELIZA BAVIN  |  TUESDAY, 23 MAR 2021
ASIC has released the findings of its review of how superannuation trustees supported members during COVID-19 with overall positive feedback. The corporate regulator said it took several actions to check on the support provided by superannuation trustees ...

WTW wins mandate from NZ government super fund

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
... Treasury by mid-May this year. "Following the Treasury's Request for Proposal to execute the one-in-five-year statutory review of the GSFA, the Minister of Finance has approved the appointment of Willis Towers Watson to conduct the review," New Zealand ...

Banks should pay advice exit levy: TAA

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
... acknowledged that Treasury is responsible for the model that causes the levy hikes and is pushing for a remodel and review of the downstream impact of the levy. The TAA said the original cost of $900 per adviser is a reasonable cost however the advice ...

Banks still failing customers after Royal Commission

ELIZA BAVIN  |  TUESDAY, 16 MAR 2021
A review of Australian Financial Complaints Authority (AFCA) complaints data shows over 31,000 complaints have been made in the wake of the Royal Commission, according to CHOICE. Complaints around credit products revealed many customers have still been ...

Super for house deposits will push up prices: ASFA

KANIKA SOOD  |  MONDAY, 15 MAR 2021
... FHSSS release requests totalled $44.1 million across 3250 requests. The body is calling for a federal-level independent review of housing affordability in Australia.