| Search Results | Showing 1 - 10 of 58 results for "Danielle Press" |
| | | ... situations were inadequate. Lime FS decided to close both tools. Both websites are now defunct. ASIC commissioner Danielle Press said: "Digital advice tools offer a convenient and low-cost alternative to consumers who may otherwise not seek personal ... |
| | | | ... "extremely unlikely" for investors to gain any advantage from managing their own retirement savings. Commissioner Danielle Press said the corporate regulator is concerned that too much of the public's focus on SMSFs is on their potential benefits ... |
| | | | ... and commissions for himself. He also failed to give a number of his clients a Statement of Advice. Commissioner Danielle Press said ASIC's decision reflects its expectation that financial advisers comply with the law and act in their client's best interests ... |
| | | | ... barriers. Only 27% have actually ever received financial advice, and only 12% had in the past year. ASIC commissioner Danielle Press explained some of the factors holding Australians back from accessing advice. "While Australians believe financial advisers ... |
| | | | ... necessary to properly execute an MDA. It is not known when the licence conditions may be lifted. ASIC commissioner Danielle Press said at the time the conditions were imposed: "ASIC expects to see improvements in the standards of supervision, conduct ... |
| | | | ... Accountability and Member Outcomes in Superannuation Measures No 1) Bill 2019 , which passed on April 4. ASIC Commissioner Danielle Press said the recent amendments mean civil and criminal penalties can be imposed on trustees that don't comply with the ... |
| | | | ... failed to disclose this interest to its clients in two Financial Services Guides given to them. ASIC commissioner Danielle Press said: "Financial advisers are required by law to act in the best interests of their clients and prioritise clients' interests ... |
| | | | ... Krejci of BRI Ferrier was appointed voluntary administrator of Australian Mutual on June 28 2019. ASIC commissioner Danielle Press said of the licence cancellation: "A key priority for ASIC is ensuring that responsible entities take their duty to act ... |
| | | | ... his clients about the value of their investment portfolios in an effort to cover up his theft. ASIC commissioner Danielle Press said: "Clients need to be able to trust their financial advisers, and in this case, Mr Gibbs breached that trust." She explained ... |
| | | | ... advice on debt reduction and cash flow - even when clients specifically requested that advice. ASIC commissioner Danielle Press said: "When providing personal advice, ASIC expects financial advisers to take reasonable steps to understand their clients' ... |
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| | KANIKA SOOD The private wealth firm is gearing up to add to its offering, chief executive Jonathan Hoyle says. | KANIKA SOOD One of Australia's oldest global shares LICs is bidding farewell to its portfolio manager who is leaving the manager after 19 years to pursue other opportunities. | | | JAMIE WILLIAMSON MLC Life has added a head of new fund partnerships to its growing group insurance capabilities. | JAMIE WILLIAMSON The Fund Manager of the Year has been named at the eighth annual Zenith Fund Awards, with the winner also taking out top honours for infrastructure and international equities excellence. |
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