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Showing 541 - 550 of 1635 results for "Recommended"

ASIC strips Melbourne firm of AFSL

KANIKA SOOD  |  MONDAY, 3 DEC 2018
... only be availed if the customer agreed to receive and act on financial advice from the firm. This advice typically recommended switching superannuation providers and insurance products, according to ASIC. "When consumers implemented the advice, significant ...

UBS launches emerging market fund

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... the Australian market. Additionally, the fund became the first emerging market fund to receive Zenith's Highly Recommended rating after its first inaugural review. The ratings firm noted the ability of portfolio manager Geoffery Wong to leverage ...

CBA board ignored key issues in deciding executive pay

KANIKA SOOD  |  WEDNESDAY, 21 NOV 2018
... believe there to be any risk issues or risk behaviours that would suggest STI awards should be modified from that recommended based on other achievements or results. However, as always, there may need to be adjustments, yet to be determined for FY2016 ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... questions and will be open book for statutory materials. The authority will also publish an exam curriculum framework, recommended reading lists and a practice exam. In addition FASEA added it has merged the curriculum for the financial adviser examination ...

Government amends key super reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 14 NOV 2018
... will consult publicly, in the time available, on the exempt occupations," Robert said. The legislation was initially recommended by the Senate Committee to be passed without amendment. In discussing the first half of the new Improving Accountability ...

Platypus distribution director departs

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
The distribution director at Platypus Asset Management has left for a role at Fidante as the former reviews its distribution options. Mark Hearne was responsible for Platypus' institutional, family office and private wealth sales for two-and-a-half ...

Melbourne AFSL pays $9 million in fines

KANIKA SOOD  |  MONDAY, 5 NOV 2018
... only be availed if the customer agreed to receive and act on financial advice from the firm. This advice typically recommended switching superannuation providers and insurance products, according to ASIC. "When consumers implemented the advice, significant ...

Life insurer early intervention reforms dumped

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
... life insurance industry" rather than considering consumers who need help, Loane added. As a solution, the committee recommended that ASIC undertake a thorough investigation of how in-house rehabilitation services in the life insurance industry operates. ...

Bennelong boutique hires analyst

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... its performance expectations for every time frame since inception in July 2014 - is gaining momentum." The fund has 'recommended' rating from Lonsec, 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is ...

ASIC bans Spectrum Wealth adviser

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
... products before making recommendations. Mehra didn't compare the features and costs of any existing insurance recommended to clients and base his judgements on the clients' relevant circumstances, ASIC said. ASIC deemed Mehra was either incompetent ...