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Showing 71 - 80 of 673 results for "Page"

Throw out financial services law clutter: ALRC

ANDREW MCKEAN  |  WEDNESDAY, 5 OCT 2022
... to provide appropriate disclosure before issuing certain products, while a disclosure rulebook may descend to the level of page length, presentation, and other specifics. Rulebooks organised by theme would reduce the number of places a person needs to ...

Perpetual to acquire Pendal

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
... proposal received from Perpetual, which is the result of extensive engagement between our companies," Pendal chair Deborah Page said. She added that the scheme is also supported by the firms' respective investment teams. In a letter to shareholders ...

Performance test comms criticised

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... had issues with the mandatory disclosures required of them. Some trustees published the notification of the failure on a page on their website that was less likely to be visited by someone interested in the product rather than the homepage, or chose ...

Leading wealth management marketers recognised

CHLOE WALKER  |  FRIDAY, 10 JUN 2022
... meeting the challenges presented in recent times to deliver engaging and effective initiatives," managing director Christopher Page said. "There have been significant shifts in financial services, specifically impacting superannuation funds, financial ...

Foresters Financial appoints head of partnerships

ANDREW MCKEAN  |  THURSDAY, 12 MAY 2022
... client relationships and outbound sales. Prior to working with CML, Liakopoulos was director of client experience at Audrey Page and Associates. She also has had experience as a sales and marketing leader in AMP's wealth management division. For six ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Macquarie responds to term deposit scam

CHLOE WALKER  |  THURSDAY, 28 APR 2022
Macquarie Group has issued an official warning to customers after someone posed as a staff member and swindled a widow out of $760,000. Macquarie Group has said it is aware of a scam using its name to solicit fake term deposit applications through a ...

ART responsible investment specialists jump to Redpoint

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 APR 2022
... managers, both joining from Australian Retirement Trust (ART) where they were responsible investment specialists. Hunter Page and Chris Parks have joined the investment manager. Page and Parks both previously worked at QSuper, which merged with Sunsuper ...

Mawhinney appeals 20-year ban

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
Mayfair 101 founder James Mawhinney has launched an appeal against his 20-year ban from financial services. Mawhinney is also appealing a $30 million penalty handed down in the Federal Court to Mayfair 101 for misleading advertising. "The events of ...

UK takes steps to remove gender pay gap

JAMIE WILLIAMSON  |  FRIDAY, 11 MAR 2022
... employees to disclose their gender pay gap. This information came back to haunt many of these companies this week, with a Twitter page called Gender Pay Gap Bot retweeting the gender pay gap of companies that tweeted their support for International Women's ...