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Showing 111 - 120 of 4071 results for "Program"

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... teams under the proven leadership of our chief investment officer Dan Farmer, have been working through a simplification program, and the go-forward strategies are expected to improve the future performance of the investment options that have failed ...

Super funds taking on the climate crisis

ANDREW MCKEAN  |  WEDNESDAY, 30 AUG 2023
... considering how we invest for those climate-related investments," she said. Supporting these initiatives is a robust work program designed to guide super funds in creating and implementing comprehensive roadmaps that address not only transition risks ...

ASIC, RBA set high expectations for ASX

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2023
... issues incurred by ASX Clear and ASX Settlement following longstanding industry concerns over the botched CHESS replacement program. ASIC and the RBA expect the ASX to "consult and engage in good faith" with the Advisory Group. In response, the ASX will ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners Program aims to connect Midwinter clients with a network of paraplanning professionals trained in the Midwinter software. According ...

Treasury names new ASIC commissioners

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... have considerable experience in areas relevant to ASIC's strategic priorities. They join the Commission as we embark on a program of work to become a leading data-informed regulator and strengthen our commitment to strong and decisive enforcement of ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... remediation provisions, saying it expects all projects to be completed in FY24 with only 10 advisers remaining in the program. Meantime, its underlying NPAT was down 15% on last year, coming in at $191 million. This was impacted by lower average funds ...

HUB24 profits surge 64%

CHLOE WALKER  |  TUESDAY, 22 AUG 2023
... As a result of its "strong capital position and earnings growth" HUB24 said it will launch an on-market share buy-back program on September 11 with shares to be bought back over a 12-month period. The buy-back will be funded from existing cash reserves ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... interview with A Current Affair, some of his loved ones also lost money, including his wife and best friend. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't ...

Iress sells MFA business, reports $140m loss

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... shareholders. "Our half-year results represent Iress mid-transformation, with many of the benefits, including the cost reduction program and a review of pricing to be recognised in the full year results for 2023 and in FY24," he explained. "Despite this ...