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Showing 41 - 50 of 5854 results for "Review"

Platinum plans turnaround, FUM dwindles

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... manager said its immediate priorities in the next few months is to cut costs in a bid to "right size our business" and review its products and distribution channels both here and overseas. Platinum highlighted its remuneration structure will be simplified ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... the advice process from onboarding to financial strategy and annual reviews - has evolved. "We've improved our onboard, review, and Advice Wizards, ensuring ease and flexibility for both advisers and end users. This enhanced user experience drives the ...

RBA appoints operations chief

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... workplace, and the enterprise data office. The appointment of a chief operating officer was a key recommendation of the RBA review that was released in April 2023. In her current role, she oversees the delivery of technology-related change, the renovation ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... investments, in late 2020 for $115 million. OneVue had two core divisions: funds and platform services. "Throughout the review process we have been impressed by the quality of the IOPB people and client base. The ability to transition IOPB's clients ...

Bragg calls for another Financial System Inquiry, critiques ASIC, APRA

ANDREW MCKEAN  |  FRIDAY, 23 FEB 2024
... the economy and spur crony capitalism," he said. Moreover, Bragg advocated that an FSI could facilitate a comprehensive review of payment systems, integrating economic and geostrategic considerations; scrutinise the sector's tax structures to ensure ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
Former financial adviser Shivdeep Jaidka is under ASIC scrutiny; the corporate regulator has accepted a court-enforceable undertaking from him. After reviewing the financial services provided by Jaidka, ASIC found he failed to adhere to s961B and s961G ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... taxes on retirement savings based on this new policy. Together with Labor's other changes in the Quality of Advice Review and non-arm's length expenses (NALE) provision, Talyor said this is all part of "a broader attack on self-managed superannuation ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
An extensive review of processes across superannuation trustees, financial advisers and advice licensees has found very little evidence that consumers are aware of how poorly Choice products they're in are performing, and that such underperformance ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... when it is suitable for the unique objectives and circumstances of the individual," she said. In recent years, ASIC's review of SMSF advice uncovered inappropriate advice, adviser fraud and dishonesty to the detriment of trustees. Some cases have ...

Iress reports $137m loss in 'challenging year'

ANDREW MCKEAN  |  WEDNESDAY, 21 FEB 2024
... costs across the group. The company plans to further "optimise costs" in FY24. Iress also announced the completion of a review of its capital management strategy, focusing on sustainable earnings, debt and leverage reduction, reinvestment in research ...