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| | | Magellan Financial Group's head of global equities has resigned following reports alleging he was in a relationship with a junior employee. The Australian Financial Review reported overnight that Arvid Streimann was allegedly in a relationship with ... |
| | | | ... meeting this morning, Sequoia chair Mike Ryan said the litigation brought by ASIC last week over Shield and First Guardian was not unexpected and the allegations were not reflective of "any new development". He reinforced the group's plan to defend ... |
| | | | ... great dedication to improving the lives of his clients throughout his over 20-year tenure in the industry. Sharpe said: "Mark not only clearly demonstrated a level of technical excellence, incorporating engagement with all the professionals in a client's ... |
| | | | ... non-compete clauses and client ownership issues. "In contrast, super funds have been able to recruit more regularly, as they're not constrained by these restrictions. Combined with the growing demand for advice, this has positioned super funds as the ... |
| | | | ... communications at ages 57, 66 and 66, 75 about the Age Pension and eligibility. Furthermore, a reminder at age 68 to those that have not submitted their application but may be eligible. The campaign will also launch a new Age Pension calculator that ... |
| | | | ... agrees with the FAAA's stance that such a levy should be funded by the financial services sector at large, saying there may not have been sufficient protection measures in place before victims decided to engage with Shield and First Guardian. "I want ... |
| | | | ... for their failing, in my view, is ASIC," he warned. "If there was any justice, part of the CSLR burden would be on ASIC and not the advisers who did nothing wrong. ASIC was too slow out of the gates. They can deny all they like, but the facts speak for ... |
| | | | ... about 85 currently use offshoring providers and are "very happy with it." Thirteen percent "currently outsource but this is not going so well" and 14% have never tried outsourcing. Sixty-four percent who outsource have not visited the country where the ... |
| | | | ... cover could lead to catastrophic outcomes, explaining that an advised client would question and argue why their advisers did not provide cover when an insurance event occurs. "I think over the recent years, there's been a range of factors that have been ... |
| | | | ... practice without hiring more qualified advisers. Forty-two percent of advisers are 'somewhat confident' and 27% are 'not confident at all'. Hosting the session on the race to scale by 2030, Marin Wealth managing director Pedro Marin Ramirez ... |
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