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Showing 981 - 990 of 2888 results for "Standards"

Link Advice partners with $12bn super fund

HARRISON WORLEY | THURSDAY, 31 OCT 2019

... and retirement health checks. "This is particularly important in a post-Royal Commission world, where higher education standards for advisers are being introduced this year," Farrar said. "All our members will benefit from this increased availability ...

ASIC imposes AFSL conditions on IOOF

JAMIE WILLIAMSON | MONDAY, 28 OCT 2019

... requirements. IOOF chief executive Renato Mota said the conditions align with the group's plan to establish higher standards of governance. "As we accelerate our focus on governance, together with the proposed acquisition of ANZ's P&I business ...

IOOF struck by outflows, former chair resigns

ELIZA BAVIN | FRIDAY, 25 OCT 2019

... The company flagged a range of industry-wide impacts for affecting it's adviser business, including meeting FASEA standards, additional governance and compliance requirements and changed to fee arrangements. "Maintaining positive inflows with the ...

AFA calls for clarity on ethics code

ELIZABETH MCARTHUR | WEDNESDAY, 23 OCT 2019

... The Association of Financial Advisers (AFA) has called for more clarification and key changes on the Financial Adviser Standards and Ethics Authority code of the ethics. FASEA released its first guidance on the code, which will come into effect next ...

Whistleblower calls out approved product lies

ELIZA BAVIN | WEDNESDAY, 23 OCT 2019

... and not even heat from the recent Financial Services Royal Commission has been enough to compel them to apply higher standards and put their clients first," Morris said. ClearView managing director Simon Swanson said a sales culture is still alive inside ...

SMSFs can meet aspirational lifestyle: Research

HARRISON WORLEY | TUESDAY, 22 OCT 2019

... while singles in SMSFs are on track to achieve lifestyles worth $65,300, easily clearing ASFA's comfortable retirement standards. "However, our previous research has shown that many SMSF trustees are hoping to achieve more affluent lifestyles in retirement ...

New SMAs launch

ELIZABETH MCARTHUR | MONDAY, 21 OCT 2019

... Emerald Wrap. He believes there will be high demand for these kinds of investment products going forward as the FASEA standards require financial advisers to ask clients whether there are any environmental, social or ethical considerations that are important ...

FASEA clears up code of ethics

ELIZA BAVIN | MONDAY, 21 OCT 2019

The Financial Adviser Standards and Ethics Authority have released a guidance document for its code of ethics for financial advisers, which will come into effect on January 1, 2020. The code comprises of five values and 12 standards and has been designed ...

Colonial First State hit with second class action in less than a week

ELIZA BAVIN | MONDAY, 21 OCT 2019

... it properly did for new members." "At the Royal Commission CFS accepted that some of its conduct fell below community standards and expectations. This is an understatement. We believe CFS's conduct was in breach of the law and it should be held to ...

Dealer group shuts after advisers depart

KANIKA SOOD | FRIDAY, 18 OCT 2019

... team given the new education requirements and decided to close. "With the Royal Commission announcements and new FASEA standards starting, we knew that it would be difficult to find good quality advisers who shared our ethos and wanted to join a new ...

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Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA

Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.

Munro Partners to acquire GSFM

VINNY VUCAGO

Munro Partners will acquire GSFM, the Australian investment fund management affiliate of CI Global Asset Management, in a deal designed to strengthen its local distribution capabilities.

Treasury consults on foreign investment framework reforms

RIDDHIMA TALWANI

Treasury has opened a consultation to review existing conditions required for foreign investment approvals in Australia.

Australians struggle to navigate super and age pension divide

VINNY VUCAGO

Australians are approaching retirement with growing uncertainty about how superannuation and the Age Pension will work together, with new research pointing to gaps in both preparedness and confidence.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Andrew Gregory

CHIEF ADVICE OFFICER
UNISUPER

After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.

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