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Showing 771 - 780 of 8458 results for "Day"

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... benefit of these recommendations, there will be more, but you will never be enough to provide the advice that people need on a day-to-day basis," she said. As an example, she said she considers calling a general insurance company and purchasing home ...

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... that she doesn't place clients onto a review service fee until those strategies have been put into place. "At the end of the day, the true value of advice lies in relationships," she said.

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
Goldman Sachs Asset Management is paying US$4 million to settle charges brought by the US regulator over failures involving ESG research used to select investments. It comes as the US government reverses limitations placed on some pension funds in relation ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
The Financial Planning Association of Australia's (FPA) Professionals Congress is back for the first time in person in three years. Kicking off tomorrow at Sydney's ICC with the theme 'Reunite, Reset', Congress chair Marisa Broome said the event ...

Igneo buys NZ energy distributor

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2022
... transmission, and storage. Firstgas provides natural gas and LPG to more than 430,000 New Zealand homes and businesses each day, Igneo said. "Igneo and Firstgas Group are committed to ensuring the long-term resilience and security of supply of electricity ...

Property trusts hit with stop orders

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
MPG Funds Management Limited (MPG) has been banned from offering or distributing two of its property trusts to retail investors because of poor target market determinations (TMDs). The interim stop orders, implemented by ASIC, prohibit MPG from issuing ...

AFCA secures $900m in compensation

CASSANDRA BALDINI  |  MONDAY, 21 NOV 2022
... Financial Complaints Authority (AFCA) said it's also handled more than 300,000 disputes, an average of 200 complaints per day, over the past four years. AFCA explained banks, general insurers, credit providers, super fund trustees and or advisers ...

Spirit Super farewells chair, names successor

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
Naomi Edwards will depart the fund after 12 years on the board, to be replaced by investment and superannuation veteran Maria Wilton. Edwards was Tasplan's chair since 2011, continuing in the role following its merger with MTAA Super. Edwards' ...

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
Three years after it first announced plans for a superannuation offering, Vanguard is now home to one of the cheapest MySuper products - a lifecycle solution that auto-adjusts 36 times. It was back in November 2019 that Vanguard's Robin Bowerman ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
... but we're focusing more on the core, foundational, long-term building blocks. We're not focused on the themes of the day that'll likely fade in 12 months' time," he said. The firm's distribution and capital markets capabilities have ...