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Showing 51 - 60 of 5693 results for "INFORM"

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
The number of high-net-worth (HNW) women seeking increased engagement with financial services is growing in Australia, according to new research. JBWere and CoreData research found Australian woman are more highly educated, entrepreneurial and participating ...

Deloitte eyes more mergers and product innovation

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Superannuation funds will be focused on ongoing merger activity and strengthening retirement strategies and product solutions in the next few years, according to Deloitte's Dynamics of the Australian Superannuation System report. The report forecasted ...

ASIC bans director who promised 150% returns

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
The Australian Securities and Investments Commission (ASIC) has banned Brian Jacques Creigh from providing financial advice or being involved in a financial services business. Creigh is the director of Panacea Capital. He operated the Panacea Capital ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
Financial 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 ...

ASIC warns it can't take action on every case of misconduct

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
Australian Securities and Investments Commission (ASIC) commissioner Alan Kirkland has admitted the regulator can't fight every battle of misconduct, but that doesn't mean it's not watching. Speaking at the Blockchain APAC Policy Week event, Kirkland ...

Listed companies drive economy's momentum: ABDO

KARREN VERGARA  |  THURSDAY, 21 MAR 2024
Australian companies continue to defy odds and beat analysts' expectations to help keep the economy on its resilience streak. Perennial Partners lead portfolio manager Stephen Bruce, who presented at the Advisers Big Day Out (ABDO) Capital Cities in ...

ASIC extends ETF class order

KARREN VERGARA  |  TUESDAY, 19 MAR 2024
ASIC has released a new legislative instrument that extends relief to a broader class of quoted funds. ASIC Corporations (Relief to Facilitate Admission of Exchange Traded Funds) Instrument 2024/147 replaces [CO 13/721] ASIC Corporations (Relief to ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
The $30 billion superannuation fund says the partnership "will help demystify complex financial concepts around superannuation and retirement planning" for members, outlining the metrics by which its success will be measured. David Koch, also known ...

Mayfair 101 regains control of assets, liquidators abandon claims

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public. In July 2022, Mayfair 101, its managing director James Mawhinney, and the liquidators ...

Australian Retirement Trust completes Alcoa merger

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
Australian Retirement Trust (ART) finalised the successor fund transfer with the Alcoa of Australia Retirement Plan, one year on from discussions kicking off. In December 2022, Alcoa Super informed members it was on the hunt for potential merger partners ...