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Showing 931 - 940 of 1670 results for "Register"

Man posing as financial adviser charged

EMMA RAPAPORT | WEDNESDAY, 28 JUN 2017

A Sydney man posing as a financial adviser has been charged after he allegedly defrauded elderly clients of their life savings. The 34-year-old man, who was the sole director of a Woollahra-based finance and investment company, was arrested yesterday ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT | WEDNESDAY, 21 JUN 2017

Smart estate planning must include alternatives to the will, says Austock Group. In a note to financial advisers, the registered pooled development fund recommends considering an investment bond. The bond provides for an arrangement that is not only ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN | FRIDAY, 16 JUN 2017

Robo-advisers in the US will be subject to the same fiduciary obligations as regular human advisers, the US Securities and Exchange Commission has said. According to reports the new chairman of the SEC, Jay Clayton, is directing the SEC Division of ...

CBA advice compensation reaches $29m

ALEX BURKE | THURSDAY, 15 JUN 2017

The amount of compensation offered to Commonwealth Bank financial planning customers has reached $29 million, according to the seventh and final Promontory report into the Open Advice Review Program. Of that amount, $22.9 million has been paid so far ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON | TUESDAY, 6 JUN 2017

Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials. Protecting Seniors Wealth has launched ...

Super funds and CEFC join investment forces

KARREN VERGARA | MONDAY, 5 JUN 2017

Hostplus, Future Super, Australian Ethical Investment and the Clean Energy Finance Corporation have raised $26 million for the Clean Energy Seed Fund to be run by specialised investment manager Artesian. The fund will invest in startups at seed stage ...

FPA to quell adviser fears around education

JAMIE WILLIAMSON | WEDNESDAY, 31 MAY 2017

... come and ask questions about the forthcoming education standards, or any other area of legislation - we encourage you to register, if you haven't done already," De Gori said. De Gori explained that the new professional and education standards, to be ...

Future Fund investment mandate revised

DARREN SNYDER | THURSDAY, 25 MAY 2017

From 1 July the Future Fund will have an investment mandate that targets a return of CPI plus four to five per cent. Overnight the Federal Government registered a revised investment mandate for the Future Fund, better reflecting global investment market ...

Foreign trust disclosures overhauled in NZ

DARREN SNYDER | WEDNESDAY, 24 MAY 2017

... been favoured due to the level of privacy and security. Woodward said when a foreign trust is formed in NZ it must now register with NZ government department Inland Revenue - detailing the settlor, trustees, protectors and beneficiaries. An annual return ...

Increased APRA levies provide regulator with more power

JAMIE WILLIAMSON | TUESDAY, 9 MAY 2017

... accountability among authorised deposit-taking institutions and their executives. Banking executives will be required to register with APRA, while the regulator's powers to remove and disqualify senior executives will be strengthened. New penalty provisions ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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