Search ResultsShowing 1 - 10 of 100+ results for Harrison Worley
CountPlus firm acquires advice boutique
HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...
ASIC drags former adviser to court
HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A former financial adviser with a 25-year ban from the profession is facing court for allegedly using almost $2 million in client funds for his own benefit. Graeme Walter Miller appeared through his lawyer in Lismore Local Court on Wednesday, as the ...
ASIC grants compliance scheme relief
HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
ASIC will grant AFS licensees with relief from the obligation to ensure their financial advisers are covered by a compliance scheme. As part of the government's decision late last week to accelerate the establishment of a single disciplinary body for ...
KPMG foretells open super era
HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
The global consulting giant believes developments in open banking could be the boon to solve superannuation's member engagement challenges. In a new report released today, KPMG revealed the future of member engagement in super will closely follow the ...
First Sentier bolsters responsible investment team
HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
First Sentier Investors grew its responsible investment team with the appointment of a former Sustainalytics executive. The global investment manager appointed Kate Turner as a responsible investment specialist in its Sydney-based team. Her appointment ...
Women overlooked by retirement income review
HARRISON WORLEY  |  TUESDAY, 15 OCT 2019
The retirement income review is facing calls for its terms of reference to be modified to explicitly focus on the retirement outcomes of women. Women in Super - the national advocacy group for women employed in superannuation and financial services ...
No pain, no gain: APRA
HARRISON WORLEY  |  TUESDAY, 15 OCT 2019
As APRA raises the bar for the superannuation sector, trustees are readying themselves for discomfort. But the prudential regulator believes the pain is necessary for improving member outcomes. Addressing the Australian Institute of Superannuation Trustees ...
ACCC to probe rate cut decisions
HARRISON WORLEY  |  MONDAY, 14 OCT 2019
The Australian Competition and Consumer Commission (ACCC) has been directed by the government to immediately establish an inquiry into the behaviour of Australia's banks when it comes to passing on interest rate cuts. Announcing the inquiry on this ...
SMSFs not for everybody: ASIC
HARRISON WORLEY  |  MONDAY, 14 OCT 2019
ASIC is warning Australians to consider the appropriateness of self-managed super funds, noting controversial Productivity Commission findings which show the super vehicle is less suitable for low-balance members. The corporate regulator is urging Australians ...
Life industry steps toward trust
HARRISON WORLEY  |  FRIDAY, 11 OCT 2019
Two industry groups have partnered to create a new life insurance standards framework. The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and the Life Insurance Professional Standards Working Group (LIPSWG) have come together ...
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