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Showing 761 - 770 of 8458 results for "Day"

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
Superannuation trustees have a lot of work to do when it comes to complaints handling, ASIC says. A new report from the regulator has found some superannuation trustees have sub-standard arrangements for managing complaints. The finding is based on ...

Super system shields against macro storm: Fundie

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
... social harmony in a relative sense," he said. "If you work hard here, you're going to have a savings pool at the end of the day because you have 10% or 12% of your salary put into super. In a lot of countries, if you don't work hard, you end ...

ASIC hands out more interim stop orders

CHLOE WALKER  |  MONDAY, 5 DEC 2022
In a bid to protect retail investors from funds that may not be suitable for their financial objectives, situation or needs, the corporate regulator has placed interim stop orders on both Australian Fiduciaries Limited (AFL) and APS Savings Limited ...

Pallas Capital, Credit Suisse launch NZ funding trust

CHLOE WALKER  |  MONDAY, 5 DEC 2022
Pallas Capital has established a new lending vehicle with Credit Suisse, following a $340 million leg up from backers. Pallas NZ Funding Trust No. 1 (PFT NZ) is Pallas Capital's first lending vehicle in New Zealand's commercial real estate (CRE) debt ...

Frontier appoints head of equities

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
The asset consultant has promoted James Gunn to head of equities research, as Fraser Murray prepares to retire after a decade in the role. Gunn has been with Frontier for four years and replaces Murray who is retiring at the end of the year. Frontier ...

Crescent Wealth responds to PDS error criticism

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
Crescent Wealth has responded to a significant event notice that said the fund's estimated costs weren't calculated or disclosed correctly, calling the coverage of its errors "misrepresented." Equity Trustees, the trustee of Crescent Wealth ...

2023 adviser exam dates released

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... licensee should apply for an exam eligibility number through the ASIC Regulatory Portal no later than 15 days before the last day of the booking period for an exam," ASIC said. All exams will be delivered by remote proctoring.

Perpetual names planned post-acquisition executive lineup

CHLOE WALKER  |  WEDNESDAY, 30 NOV 2022
... transaction, which is expected to be January next year. "This highly experienced and committed team will be in place from day one following completion, and with a strong focus on successful integration, will commence planning and finalising an optimal ...

Stop orders slapped on two Perpetual funds

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2022
Dodgy target market determinations (TMDs) have seen ASIC place interim stop orders on two Aussie equities funds from Perpetual. Perpetual cannot offer or distribute the Perpetual Pure Microcap Fund or Perpetual Geared Australian Share Fund for the next ...

The game changing trends planners should know about

CHLOE WALKER  |  THURSDAY, 24 NOV 2022
According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ...