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Showing 31 - 40 of 311 results for "Urging"

Decade-long ban for UGC director upheld

MATTHEW WAI  |  WEDNESDAY, 13 AUG 2025
... year, UGC's authorised representative Global Capital Property Fund (GCPF) was found to have contacted prospective clients, urging them to establish a self-managed superannuation fund (SMSF) to invest in highly speculative schemes tied to Hewish. "[UGC] ...

Trump signs order to open 401(k)s to private markets

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... the world. In May, the administration rescinded Department of Labor guidance issued in 2022 by the Biden administration urging plan fiduciaries to exercise "extreme care" before adding cryptocurrencies to investment menus. That warning was labelled as ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... a head for ASIC, which has recently ramped up its policing of high-pressure sales tactics that are highly persuasive in urging members to switch super fund investments. "Our primary aim here in the enforcement work that we're taking is to preserve ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... keeps pace with the evidence," he said. "In a world of shrinking alpha and increased industry consolidation, we're urging gatekeepers to rethink how they value specialist, performance-led managers."

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

Super tax requires a 'holistic' review: ASA

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
The Australian Shareholders' Association (ASA) is urging the federal government to reconsider the proposed terms on the Division 296 superannuation tax. The super tax has received mixed opinions since its announcement, but the Labor government has insisted ...

Up to two million Aussies could face super tax: FSC

MATTHEW WAI  |  FRIDAY, 6 JUN 2025
... the Greens but encourages the two parties to take a more constructive and consultative approach." In response, Briggs is urging the government to consult on measures that could unfairly target the future generation. "The superannuation industry recognises ...

Why emotions, cash derail good investments

KARREN VERGARA  |  FRIDAY, 23 MAY 2025
... volatility and frenetic news headlines, Karen Ward, the chief market strategist for EMEA at J.P. Morgan Asset Management, is urging clients to stay the course. "Uncertainty generates emotions, and emotions are often the enemy of good investment choices," ...