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| | | ... last six months," he said. As an example, a farmer came to AFCA furious thinking he'd lost money, when the opposite was true. "He was making a profit. When we explained that to him the dispute disappeared," Singh said. On a brighter note, life insurance ... |
| | | | ... used the price margin for his own benefit, including to pay personal debts. He also disguised that a related party was the true owner and seller of unlisted shares that he arranged his clients to purchase. While Sutton and McFaddens retain the right ... |
| | | | ... information," the fund said. Impacted CalSTRS members were due to start receiving letters informing them of next steps this week. The true scale of the breach is not yet known. CalPERS had more than 750,000 members impacted by the breach, while insurer ... |
| | | | ... to become a globally recognised leader in funds management, ESG and DE&I, the go-to property partner for customers and a true employer of choice, supported by a high performing team who are empowered to do their best work and build better, more sustainable ... |
| | | | ... for his own purposes, including paying off personal debts. ASIC said Ridgway also disguised that a related party was the true owner and seller of the shares he had arranged for his clients to buy and made false statements in writing to clients encouraging ... |
| | | | ... and the restrictions on collective charging of fees should be removed," she said. "The new best interests duty would be a true fiduciary duty that reflects the general law and will not include a safe harbour. This duty will apply only to financial advisers ... |
| | | | ... capital stack. "We see more Australian investors looking to allocate to private debt, and our GIRA partners say the same is true of US and UK investors. Frontier said alternatives generally have had modest allocations across portfolios and typically ... |
| | | | ... customer's personal circumstances will need to be taken into consideration, resulting in the best outcome for consumers. "It is true that some financial advice will not have to be given by a qualified financial adviser," she said. "But so much is ... |
| | | | ... half, many business plans and assumptions put together three or four years ago by startups and their investors don't hold true any longer. "They were counting on the adviser population, hoping to sell their software solutions into the major banks ... |
| | | | ... recently decided to carve out of historical administration fees from the YFYS performance test, which hides the product's true performance and opens the test to manipulation," it argued. In early April, the government announced it would update the YFYS ... |
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