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| | | ... the client remained in the term deposit, the money would not have been lost, he said, adding that AFCA wouldn't use the best-returning fund as a basis for the calculation. "It's often one of the trickiest parts of what we do, but it's ultimately ... |
| | | | ... Milnes said. "I congratulate all the winners and the finalists at this year's awards. Together, we can celebrate the best of financial planning in Australia." |
| | | | ... chief risk officer. So, we have comprehensive frameworks, and we are working with the regulators to ensure that they are the best possible frameworks." Swan reinforced that the delays in claims handling was primarily due to issues with a third-party ... |
| | | | ... advice to NCAs who work for banks, superannuation funds, and life insurers. It includes the proposed rationalisation of the best interests duty and removal of the safe harbour steps. This week is the final sitting week for parliament. Abood said: "We're ... |
| | | | ... the group (46%) remain bullish on the performance of global equities, with 39% predicting the asset class will perform the best over the period. Further, 20% of advisers plan to increase allocations to the asset class in the next six months. However ... |
| | | | ... a comfortable and fulfilling retirement," CSC chief executive Damian Hill said. "To achieve this, we need to provide the best possible service experience and to ensure our administration and technology systems keep pace with our goals. We're confident ... |
| | | | ... many ways including investment flexibility, estate planning flexibility and the ability to structure the fund in a way which best suits the needs of fund members." He has however highlighted that SMSFs are not designed for everyone. "[it is] for those ... |
| | | | ... last closing price, CI Financial said. CI's board has unanimously endorsed the deal to shareholders, saying it's in their best interests. Under the deal, CI Financial will operate as a standalone business and retain its current structure and management ... |
| | | | ... cannot calculate realised gains at the expense of SMSFs that can determine such at an individual level is lazy policy at best." Ali said the legislation would punish the SMSF sector disproportionately and said he was pleased the Senate had pushed back ... |
| | | | ... an honor of a lifetime to serve with them on behalf of everyday Americans and ensure that our capital markets remain the best in the world," Gensler said. "I thank President Biden for entrusting me with this incredible responsibility. The SEC has met ... |
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