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Showing 31 - 40 of 153 results for "Interest Duty"

Review of YFYS receives mixed response

ANDREW MCKEAN  |  FRIDAY, 8 JUL 2022
... chastised Jones for protecting underperforming super funds and for him signalling the gutting of the best financial interest duty. "The Labor government has no plan and no policy to improve member outcomes," Bragg settled. Nevertheless, Mercer senior ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
... align with their values, and 65% agree that asking about client's ESG needs is required to fulfill their best interest duty." According to the report, the most popular topics discussed are renewable energy (53%), climate change (51%), fossil fuels ...

Barred adviser breaches ASIC order

ANDREW MCKEAN  |  MONDAY, 20 JUN 2022
... wanted advice on. ASIC also stated that he failed to understand what was required of him to comply with the best interest duty. A Magistrate's Court ruling disqualified Toledo until 5 September 2024; however it has since come to light that he continued ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... designed to reduce time spent on advice documents for their clients. "Advisers can produce the ROA or SOA, best interest duty (BID) statement and product comparison instantly and can also compare the fees and features across over 1,600 superannuation ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... advice delivery. It can include delivery of personal advice with a Statement of Advice that complies with the best interest duty and related obligations. "From the perspective of Ignition Advice, if a serious step change is to be made towards achieving ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... MLC Asset Management and Praemium will be available on the day to answer questions on managed accounts and Best Interest Duty (BID), portfolio returns and operational requirements. According to Rainmaker research, the managed accounts industry has surpassed ...

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
... "Anecdotally, we've been hearing for about two years that the interplay between the FASEA code of conduct, and the Best Interest Duty tests was causing the industry a great deal of angst." Many advice practitioners KPMG interviewed highlighted examples ...

IDII pitfalls advisers should avoid

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... newer products with higher premiums and less features or benefits. First and foremost, Cameron said that the best interest duty must be front of mind in this context. "Advisers need to make reasonable inquiries into the client's relevant circumstances ...

APRA intensifies scrutiny of underperformers

KARREN VERGARA  |  FRIDAY, 10 SEP 2021
... movement of members and outflow of funds," he said. APRA will also sharpen its assessment of the best financial interest duty (BFID) so that trustees must have regard to members' financial interest first and foremost beyond other non-financial interests. ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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