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Showing 771 - 780 of 4831 results for "EAC"

Australian Ethical appoints chief executive, superannuation

ELIZABETH FRY  |  MONDAY, 5 DEC 2022
Christian Super boss Ross Piper has been appointed chief executive, superannuation at Australian Ethical following the merger between the two funds. Piper, who joins the leadership team, will oversee the firm's superannuation business and operations ...

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
Dixon Advisory and Superannuation Services administrators have said it's in the best interest of the failed group's creditors to vote in favour of a proposed deed of company arrangement that would see them receiving as little as 3.1 cents on ...

Vanguard cops fine for greenwashing

RACHEL ALEMBAKIS  |  FRIDAY, 2 DEC 2022
Vanguard Investments has become the first investment manager to be fined by ASIC over greenwashing. Vanguard paid $39,960 to comply with three infringement notices related to product disclosure statements (PDS) for the Vanguard International Shares ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
The Quality of Advice Review's (QAR) proposals will help an additional two million retirees spend $22.5 billion more and leave $6 billion less in bequests annually by the year 2040. According to data released by the Financial Services Council (FSC) ...

Crescent Wealth misreports indirect costs, breaches regulatory standards

ANDREW MCKEAN  |  MONDAY, 28 NOV 2022
Equity Trustees, the trustee of Crescent Wealth Superannuation, has said the fund's estimated costs weren't calculated or disclosed correctly, breaching regulatory standards. The finding follows a review by Equity Trustees, of the fund's ...

Super fund board renewals need work: APRA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2022
APRA deputy chair Margaret Cole says there is "material scope" for improvement in super fund board renewal strategies. In a speech to the AIST Chairs Forum, Cole outlined the regulator's expectation of trustee boards, saying the issue of board governance ...

Advising through disability implications

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
There are multiple complexities around providing advice and the impacts of disability, with planners sandwiched between highly anxious clients and tough systems. Speaking at the FPA Congress, Health & Finance Integrated chief executive William Johns ...

Super assets decline despite contributions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 23 NOV 2022
Total superannuation assets dropped 3.2% in the year to September 30 despite a 12% increase in contributions. APRA's latest statistics show $150.2 billion in contributions were made in the period, which is about 12% higher than the previous corresponding ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...