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Showing 481 - 490 of 882 results for "FOS"

Findex names new managing partner

ALEX BURKE  |  THURSDAY, 22 MAR 2018
Findex has named the Crowe Horwarth managing partner of South Queensland. Mary Driscoll was previously a senior partner with Findex who oversaw the business advisory team. Before that, she was a principal at William Buck and a manager at DFK Australia ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
The financial services group formerly known as Austock is in the final stages of its rebrand, welcoming a new chief financial officer and formalising its new ASX code and website. Generation Development Group, the parent firm of Generation Life (formerly ...

Regulatory disruption hampers long-term vision for super

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAR 2018
Superannuation industry professionals must maintain focus on achieving the best outcomes for members, despite the seeming lack of long-term vision for the future of the $2.6 trillion system. That was the message delivered by Australian Institute of ...

Financial advice under the Royal Commission spotlight next month

ALEX BURKE  |  TUESDAY, 13 MAR 2018
... conduct and willful breaches of the law. Despite this, the proportion of investments and financial advice disputes accepted by FOS over the last decade only account for 5% of the total. The most common issues cited being the provision of inappropriate ...

Is climate change a risk to retirement savings?

KANIKA SOOD  |  MONDAY, 12 MAR 2018
Trustees at the UK's top 25 pension funds have until the end of the month to tell the British parliament what steps are being taken to safeguard $977 billion of retirement money from the impact of climate change. The Environmental Audit Committee's ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

Acadian talks big data 2.0, launches A-shares strategy

DARREN SNYDER  |  THURSDAY, 8 MAR 2018
Big data 2.0 remains in its early stages for quantitative asset managers as they attempt to be less dependent on history and evolve with more forward-looking risk considerations, especially around ESG and sustainable investing. This is the thoughts ...

FOS submission points finger at advisers

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... misconduct issues identified by the Financial Ombudsman Service since early 2012. In a submission to the Royal Commission, FOS attributed 39% of serious misconduct identified in the last six years to financial advisers. These investigations involved ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
The Financial Planning Education Council (FPEC) chair has stepped down from his post. Mark Brimble was appointed to the role in November 2013 and currently serves as a board director of the Financial Adviser Standards and Ethics Authority (FASEA). Sharon ...

VanEck launches sustainable ETF

KARREN VERGARA  |  MONDAY, 12 FEB 2018
VanEck is set to launch a global equities ETF on the ASX to meet investors' shifting preferences for sustainable options. The VanEck Vectors MSCI International Sustainable Equity ETF, to list under ticker code ESGI, will invest in international companies ...