Search Results | Showing 1 - 10 of 490 results for %22May 27 record close%22 |
| | ... To assist members in doing so, MFMRF will provide up to $2000 to each member to receive financial advice, giving them until May 30 to do so. According to its 2023 annual report, the fund had mandates with Schroders, DFA Australia, 4D, Vanguard and Citibank. ... |
| | | ... Duthy said. A Rolex John Player Special broke the model record when it sold for £2 million ($3.8 million) at Sotheby's in May, double the price of a similar example sold at Phillips in 2021. According to the index, jewellery had another strong year ... |
| | | ... cases, we saw evidence that trustees were aware of and monitoring the underperformance. Yet our review showed that members may not have been aware that their investment option was not performing as anticipated," ASIC said. "While trustees communicate ... |
| | | ... be registered by their licensee. If they miss the deadline and continue to provide advice, the adviser and their licensee may face regulatory action. "While there have been a number of communications about this new obligation, we are aware that many ... |
| | | ... to have a commitment to orderly processes and procedures, like reviewing the content of websites," he said. "I accept she may have learned lessons from this experience - or at least realised she must do more to forestall further regulatory action - but ... |
| | | ... is important to note that when scoping advice, advisers must consider the risks of what is excluded from the advice, which may include that excluding an area would be inappropriate. "The presence of group risk insurance with automatic acceptance means ... |
| | | ... tenants and not enabling property in retirement? "The BTR model has got a lot of attraction because it's got a track record, and there's comfort. But I think it's a model that will start to emerge and say, 'Well what else can we do?'" ... |
| | | ... outlook for interest rates," it added. On the flip side, the RBA acknowledged mortgage repayments were around a record high in May, inflation is on the decline, CPI data came in weaker, and economic slowing is bringing supply and demand constraints back ... |
| | | ... candidates who passed the latest Financial Advisers Exam remains relatively steady at 63%. Of the 195 candidates who sat the May exam, 122 or 63% passed. This is in line with the February exam, which had similar results of 195 candidates and a 67% pass ... |
| | | ... provided personal advice to 11 retail clients when he was not authorised to do so. The next exam sitting will be held on 11 May 2023. Enrolments for the May sitting will open on April 3 and close on April 21. |
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