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| | | ... messages exchanged presented as evidence include the chief compliance officer saying: "... we always have a way for whales... either we do it, or [a competitor crypto trading platform] does it", and, "I have been briefed by top management to always find ... |
| | | | ... level of net tangible assets and lodge audited financial reports. ASIC alleged the relevant overseas funds and accounts either did not exist or were grossly inaccurate. ASIC first banned D'Amore from providing financial services in 2018, as well as cancelling ... |
| | | | ... amenity - akin to the best hotels in the world," he said. Gurner revealed the GQ platform now has several key projects either commenced or soon to commence across four major growth markets in Melbourne and Sydney. "We're armed with fresh capital, and ... |
| | | | ... have no idea how to change their insurance inside their super. A high salary does not equate to high financial literacy either as 42% of members earning $150,000 or more do not know that they can seek financial advice from their super fund. Sadly, an ... |
| | | | ... Will the consumer assume that an experienced provider doesn't have qualifications? We know that's not the case either." Abood told a recent FAAA event that among members, more than 70% of those who intend to use the experience pathway already ... |
| | | | ... insurance. AFCA said a trustee didn't adequately inform members of their right to retain their default insurance cover by either maintaining an account balance of at least $6000 or submitting a form electing to continue their coverage. "This was ... |
| | | | ... disadvantaged when it came to financial knowledge; Insignia found younger women in particular suffered and reported receiving either no financial education or a small amount. When compared, 20% of Gen Z females said they received no education while only ... |
| | | | ... authenticity that you need in social media?" As a result, content has become paramount to the firm's operations. "We can either amplify our content or [the finfluencer's] content. We collaborate in a sense that one plus one becomes three. [Recently,] ... |
| | | | ... prospect leads, the survey found that the firms bringing in the highest number of new clients have some processes in place, either formal (49%) or informal (49%). Firms growing at a significantly slower rate are much more likely to have no process (20%) ... |
| | | | ... allocations in a total portfolio fluctuates, Bradley said. "When listed markets are declining in value and illiquid markets are either remaining static or declining to a lesser degree, the illiquid allocation will naturally become a higher proportion ... |
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