Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 566 results for "ProActive"

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
... Furthermore, many clients view non-custodial investments as higher risk due to concerns about liquidity and fraud. "Proactive communication about these risks and demonstrating how non-custody solutions align with their broader financial goals can help ...

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... real-time alerts, and personalised financing options will be well-placed to attract new clients. "Brokers who provide proactive rate adjustments and improve client support will foster stronger advocacy, ultimately driving market share growth."

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... from a traditional small business that's reactive to one with a structure that enables it to be "more strategic and proactive in setting priorities" - that will have the greatest impact on client experience and outcomes to "allow us to execute at speed." ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
Rest is the latest fund to botch its handling of insurance - this time for incorrectly charging uninsured members for coverage - adding to a growing pile of industry failures. Rest's mishandling comes as other major superannuation funds have been caught ...

Execs face shareholder backlash over pay: Georgeson

ROSE MARY PETRASS  |  TUESDAY, 11 FEB 2025
The ASX300 experienced heightened shareholder opposition to executive remuneration proposals in 2024 for the second consecutive year, according to shareholder services provider Georgeson. Forty of Australia's 300 biggest listed companies received a ...

ASIC calls out super trustees over 'weak' anti-scam practices

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... savings. "ASIC's letter to superannuation trustees, released first to the media, seemingly ignores the super sector's proactive measures to tackle these rare super scams, measures which ASIC is aware of," ASFA chief executive Mary Delahunty said. "In ...

SEC fines private equity firms for recordkeeping failures

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
... credited a registrant's self-report, demonstrating yet again that there are tangible benefits to be gained from proactive cooperation." Last August, RBC Capital Markets was ordered to pay US$45 million for its recordkeeping failures. BNY Mellon Securities ...

Court sentences Ponzi scheme promoter

KARREN VERGARA  |  MONDAY, 23 DEC 2024
... in September with a non-parole period of seven years. He was also the director of Courtenay House Trading Group and Proactive Property. In sentencing Iervasi, Justice Sweeney found victims made a net loss of $54 million while he benefited about $12 million. ...

Top superannuation policy priorities for 2025: SMC

ANDREW MCKEAN  |  TUESDAY, 10 DEC 2024
... timely implementation of payday super, alongside strengthened unpaid super enforcement through ambitious ATO targets for "proactive recovery" and "stronger penalties." SMC is also pushing to "help Australians get an even clearer picture of what their ...

ATO recovers $900m in unpaid super

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2024
The Australian Taxation Office (ATO) recovered over $900 million in unpaid super owed to 800,000 employees in the past year. Latest compliance data from the ATO shows $932 million in previously unpaid superannuation reached the retirement accounts of ...