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Showing 4781 - 4790 of 21770 results for "Dec"

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
The role of a financial adviser is set to shift as Australians move away from the dream of early retirement, planning to continue working after the age of 67, according to a new report from Fidelity International and independent research firm, MYMAVINS. ...

AFCA must improve transparency: Hume

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
A review of the Australian Financial Complaints Authority found that it needs to be more transparent when dealing with complainants and providing the reasoning behind its decisions. Senator Jane Hume's final report made 14 recommendations, all of which ...

WTW Australia names head of sustainable investment

JAMIE WILLIAMSON  |  WEDNESDAY, 24 NOV 2021
Willis Towers Watson has appointed a head of sustainable investment, promoting a senior investment consultant to the newly created role. Tim Unger has been appointed head of sustainable investment for Australia effective immediately. He's been with ...

Adviser jailed for illegal super access

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
A former financial adviser was sentenced to jail for facilitating the illegal early access of clients' superannuation to the tune of $1.5 million. Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...

Future Fund hires chief economist

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The $199 billion sovereign wealth fund hired from Wellington Management for its inaugural chief economist. Toby Johnston will commence the role on January 27 and will report directly to the Future Fund's chief investment officer Sue Brake. He will lead ...

CBA receives regulatory approval for CFS sale

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
Commonwealth Bank of Australia (CBA) today announced all regulatory approvals have been received for the sale of a 55% interest in Colonial First State (CFS) to leading global investment firm KKR. The transaction is expected to complete on 1 December ...

APRA hones in on post-retirement products

KARREN VERGARA  |  TUESDAY, 23 NOV 2021
APRA is adamant that retirement income products will not suffer the same fate as income protection insurance as it looks to tighten its belt in regulating the post-retirement phase. The prudential regulator's deputy chair Helen Rowell spoke of the ...

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
Former AMP financial adviser David Fong and his financial planning company Fong Financial Partners have been charged with engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong ...