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Showing 71 - 80 of 680 results for "Page"

CALI hires policy director from FPA

KARREN VERGARA  |  TUESDAY, 14 MAR 2023
... members is an inability to support clients with life insurance strategy and implementation," Marshan wrote on his LinkedIn page. "So when the opportunity arose to help more Australians get access to critical life insurance benefits - and work with Christine ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... however her recommendations include the introduction of both a Good Advice Duty and a Statutory Best Interests Duty. The 267-page final report, released today, includes 13 primary recommendations for making financial advice more affordable and accessible. ...

Federal Court finds against finfluencer

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2023
... his recommendations or statements of opinion, did not have the benefit of these protections." According to his Instagram page, Scholz currently has more than 20,000 followers.

Target market determinations have improved: ASIC

ANDREW MCKEAN  |  WEDNESDAY, 14 DEC 2022
... objectives, financial situation, and needs of their consumers. These obligations are not a box ticking exercise, but a new page in the regulation of financial products in Australia." Hughes added that this review is part of a series of initiatives ASIC ...

ASIC launches civil action against American Express

CASSANDRA BALDINI  |  TUESDAY, 6 DEC 2022
... now taken multiple actions under the DDO regime, including issuing over 20 interim stop orders. "This regime turned a new page in the regulation of financial products in Australia and is intended to deliver better outcomes for consumers. It is a priority ...

First Sentier names global responsible investment head

RACHEL ALEMBAKIS  |  FRIDAY, 25 NOV 2022
... client requests, regulatory reporting, there is so much happing and this is a growing team, we wanted to get on the same page and make sure that we were adhering to our principle purpose on the one hand, which is delivering better outcomes for society ...

Pendal, Perpetual amend deal terms

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2022
... for an expeditious implementation of the scheme in the best interests of shareholders," Pendal said. Pendal chair Deborah Page added that the board believes the revised agreement is appropriate and for the benefit of shareholders. Editor's note ...

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 ...