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Showing 461 - 470 of 1613 results for "Recommended"

Former Westpac adviser permanently banned

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... advised them to switch their superannuation to a product issued by BT and to also take out personal insurance. He also recommended BT insurance and super products to all his clients without investigating their existing products. ASIC said the inappropriate ...

Wealth management investigations spike

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... investigations into wealth management increased 129%. In the Royal Commission's final report, commissioner Kenneth Hayne recommended when ASIC identifies misconduct, its starting point should be "why not litigate?" instead of the "negotiate" tack the ...

Retirement income review welcomed: Poll

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
... "highly disagreed" with the proposed move. "I am positively disposed to a review of the retirement income system as recommended by the Productivity Commission," Frydenberg told the AFR. He also pointed to the backlog of superannuation reforms that remain ...

Government to revisit retirement incomes

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... efficiency and competitiveness of superannuation. "I am positively disposed to a review of the retirement income system as recommended by the Productivity Commission," Frydenberg told the AFR. "There are a number of superannuation reforms that remain ...

Credit fund launches to wholesale investors

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
... $180 million of loans secured by registered first mortgage loans over Australian real property. The fund received a 'Recommended Plus' rating from Independent Investment Research (IIR). From its risk perspective, IIR said the fund sits between the relatively ...

No single solution for advice: CFA

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... customer interests, by banning "product pushing" and rewarding ethical practices and decision making. The institute also recommended outlawing grandfathered commissions within the next 12 months. "This allows firms to take a short sunset period to adjust ...

Name and shame super sectors: AIST

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
... that this extended data or reporting should be included," the institute said. According to the advocacy body, its recommended changes could ensure AFCA's public report was a useful tool for determining the areas regulators need to pay attention to. "AIST ...

Boutique fund manager launches LIT

KARREN VERGARA  |  MONDAY, 29 APR 2019
... time depending on prevailing market conditions and in accordance with the investment guidelines. The fund received a "recommended" rating from Zenith Investment Partners and a "recommended plus" rating from Independent Investment Research, he said. Regal ...

Former Dover, Securitor adviser banned

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
... of the advice, leaving his clients poorly informed. Further, in doing so, Chigwidden also failed to demonstrate the recommended products better met the clients' needs or objectives than their existing products. ASIC said Chigwidden also failed, in some ...

Stewardship lessons from BlackRock

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... 2017.Australian Council of Superannuation Investors followed up in May 2018. Principles for Responsible Investment recommended development of a stewardship code in its 2016 Australia roadmap.