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Showing 31 - 40 of 5854 results for "Review"

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... advisers in the UK are being asked to examine their processes when providing retirement income advice, following a thematic review that found some "are not even getting the basics right." The Financial Conduct Authority (FCA) undertook the review to ...

ASIC bans Queensland financial adviser

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... ASIC's banned and disqualified register, though he has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

Perpetual, Pendal combine multi-asset capabilities

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... strategies team, in a move that will see the departure of Pendal Group's head of multi asset. The fund manager said a recent review of its multi-asset capabilities resulted in a decision to merge the existing multi-asset businesses into one team. ...

GQG builds private markets unit on PAC stakes

KARREN VERGARA  |  MONDAY, 18 MAR 2024
GQG Partners is launching a private markets business by acquiring Pacific Current Group's stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn). The foundations of GQG Private Capital Solutions (PCS) will comprise ...

Australian Retirement Trust completes Alcoa merger

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... off. In December 2022, Alcoa Super informed members it was on the hunt for potential merger partners after an independent review by KPMG found it would struggle to satisfy members' best interests by 2025. In March 2023, ART signed a Memorandum of Understanding ...

ATO refers SMSF auditors to ASIC

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... reprimanded for performing in-house audits. The Australian Taxation Office (ATO) referred 15 SMSF auditors to ASIC following a review of files from audit firms. ASIC said it had concerns that the financial statements for SMSF clients were prepared by ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... sustainability of aged care, which also include introducing a fee-for-service model for Support at Home, undertaking a review in 2030 with a view to no longer accepting refundable accommodation deposits (RADs) as a form of payment from 2035, and raising ...

Coalition appoints shadow assistant treasurer, financial services minister

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... engaging with the shadow minister on the many current regulatory matters in our space, including the Quality of Advice Review reforms, and addressing the escalating costs to provide financial advice," she said. Among the many changes, senator Andrew ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... Both T. Rowe Price and Paradice Investment Management are shuttering funds, citing investors' best interests. Following a review, T. Rowe Price is terminating its Australian Equity Fund. The manager, alongside its responsible entity (RE) Equity Trustees ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
Insight Investment Consultants will now be known as Genium Investment Partners, as it expands its offering to include research ratings. The firm, which was founded in 2013, is rolling out the rebrand as it works to become a full-service research house ...