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Showing 61 - 70 of 934 results for "Financial Institutions"

Super fund advice needs more guardrails: Conference

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... SMSFA Conference, forging ahead with the idea that financial advice should be easily accessible within financial institutions. Given that Australians' relationship with their superannuation fund is for the long haul and might be the longest one they ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... expected to see the biggest allocation increase in 2023. Summarising the survey, Natixis IM head of global financial institutions Matt Hebron said: "Professional fund selectors have genuine concerns about what 2023 will bring, as they anticipate elevated ...

Jameson TTB, ANZ partner to deliver housing project

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... undersupply of adequate specialist disability housing, and the sector has largely been underfunded, with few financial institutions investing in this space," he explained. "It is great to be working with ANZ again. Our shared values and goal of providing ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI  |  THURSDAY, 9 FEB 2023
... it. "The recommendations in this Report apply to superannuation funds just as much as they do to other financial institutions," she said. "So, they will mean that more financial product advice given by superannuation funds to their members will be personal ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
... changed in the regulatory framework," Levy said. She hopes these changes will make it easier for advisers and financial institutions to provide advice, while also being in the best interest of consumers. Earlier this month, as reported by Financial Standard ...

Court ruling reiterates need to comply with AFCA

CASSANDRA BALDINI  |  WEDNESDAY, 25 JAN 2023
A court ruling has reaffirmed that financial institutions must cooperate with the Australian Financial Complaints Authority (AFCA) or face penalties. The ruling came in a case ASIC brought against home finance companies, General Commercial and Eden ...

Pathzero completes Series A fundraising round

ELIZABETH FRY  |  WEDNESDAY, 14 DEC 2022
... Clyde Bank Holdings. Pathzero has developed Pathzero Navigator, a carbon reporting and analysis tool for financial institutions to measure, manage and disclose finance emissions of investment portfolios. Pathzero clients include StepStone, HESTA and ...

Expand access to financial services: AUSTRAC

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... circumstances, with the financial intelligence agency acknowledging customer documentation required by financial institutions to prove identity isn't always accessible to all members of the community. It said whether that's due to emergencies ...

ASIC case against Commonwealth Bank dismissed

CASSANDRA BALDINI  |  WEDNESDAY, 30 NOV 2022
... being correctly charged." "ASIC will carefully consider the judgment and continue to work to ensure large financial institutions charge fees correctly and put their customers first."

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... has nothing to do with advisers but relates to everyday people getting "unhelpful general advice" from financial institutions. "So, my proposal in the paper is that more personal interactions will be treated as personal advice, so that remains," she ...