Search Results | Showing 1 - 10 of 309 results for "Merit" |
| | | ... of advisers was -35 for the week. The drop was driven mostly with the closure of Count's restricted advice service, Merit Wealth, which operated under Count's Australian financial services licence (AFSL). As a result, Count no longer has restricted ... |
| | | | The Australian Financial Complaints Authority (AFCA) addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ... |
| | | | ... lends to - it all comes down to the risk versus the reward the fund is willing to take, with each deal assessed on its own merit. Lockhart agrees. He notes what tends to happen is investors get seduced by headline return targets that can be similar to ... |
| | | | The Australian Financial Complaints Authority (AFCA) has suspended expelling members in liquidation linked to the collapse of the Shield Master Fund and First Guardian Master Fund. This means United Global Capital (UGC) and Next Generation Advice, which ... |
| | | | The Life Insurance Code Compliance Committee (Life CCC) has sanctioned a life insurer for collecting customers' medical information without valid medical authority for four years. According to the committee, the unnamed insurer collected medical information ... |
| | | | Natixis Investment Managers and Generali Investment Holdings (GIH) have decided to call off their plans for a joint venture, citing conditions not ripe to reach a final agreement. Natixis' owner BPCE and GIH's parent company Generali said they ... |
| | | | Private credit has traditionally been seen as an alternative during volatile events impacting listed investments, but that is changing, an expert says. Speaking at the JANA Annual Conference 2025, Shirley Luo, portfolio manager and director of opportunistic ... |
| | | | Sequoia Financial Group's InterPrac Financial Planning is facing $22 million worth of complaints lodged with the Australian Financial Complaints Authority (AFCA) for its advisers' role in the collapse of the Shield Master Fund and First Guardian ... |
| | | | ... lawsuit, a spokesperson for FNZ said: "FNZ notes the claim filed in New Zealand and considers it to be entirely without merit. We are confident that our directors have at all times acted in the best interests of the company, its clients, employees and ... |
| | | | The Morningstar Fixed Income Sector Wrap found the fixed income sector has seen a robust 12 months across the board. Morningstar's qualitative research assessments currently cover 79 fixed-income strategies available to Australian investors. "It was ... |
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