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Showing 691 - 700 of 3996 results for "Personal"

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
Mercer has officially taken on BT's personal and corporate superannuation products, as well as Advance Asset Management, entering the big leagues with about $63 billion in assets. The finalised merger brings the total member count for Mercer Super ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... a 'layered advice' strategy whereby the advice was separated into pre-determined topics, irrespective of the client's personal circumstances, goals or advice needs. The layered advice strategy was a process by which clients were provided with superannuation ...

Retail super fund pulls the plug

ANDREW MCKEAN  |  WEDNESDAY, 29 MAR 2023
... Rainmaker Information analysis of its product fees and total expense ratio revealed that it was above benchmark for a personal product. At the time, Rainmaker said: "Elevate needs to raise FUM and revenue very quickly to survive a competitive landscape. ...

NGS Super suffers cyber-attack

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2023
... those members whose information is involved. "We would like to emphasise that NGS takes cyber security and privacy of all personal information seriously," NGS Super said. "We sincerely apologise this has happened. You can be assured we remain highly ...

Former AMP adviser pleads guilty to dishonest conduct

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... Magistrates Court. Fong Financial Planners intentionally failed to disclose all relevant information relating to the personal circumstances of clients, including details of their health and medical history, ASIC said, after launching an investigation ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... 'fail' to a 'pass' and provided the altered document to ASIC. In the nine months that followed, Karamian provided personal advice to 11 retail clients when he was not authorised to do so. The next exam sitting will be held on 11 May 2023. ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
The chief executive of Ignition Advice for the Asia Pacific is stepping down two years after his appointment. Craig Keary announced he will pursue an advisory and non-executive career but will remain with Ignition in accepting a senior adviser role ...

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... business for transfer to Mercer, BT is consolidating its remaining funds. BT is in the process of merging its corporate and personal superannuation business with Mercer, following an announcement in May 2022. At the time, BT made clear the deal didn't ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...

Former director hit with dishonesty charges

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... regulator alleged he obtained $459,489.70 from 79 clients. ASIC also alleged that Sandiford misused the funds for his personal benefit instead of investment purposes as agreed upon with his clients. Further, ASIC claimed that Sandiford wasn't licenced ...