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Showing 1 - 10 of 3977 results for "View"

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... said, with many other participants lacking the necessary scale to adequately support the industry. "From a strategic point of view, we have the scale of our internal brands being Bell Direct, Desktop Broker, Bell Potter Securities. Having a B2B offering ...

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
... and consumers," Constant said. She reinforced that the report, which identified concerning practices, is not ASIC taking a view on advice. "We understand the importance of advice and supporting people in retirement - it's the whole point of what ...

APRA 'continuing to monitor' UniSuper outage

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... McCarthy Hockey said: "Perhaps the most significant change introduced by our new standard is the requirement for an end-to-end view of operational risk, with a focus on critical operations, including those performed by third and fourth parties." "APRA-regulated ...

Morningstar unsure if KKR's Perpetual bid benefits shareholders

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... Shaun Ler said KKR's proposed acquisition of Perpetual's wealth management and corporate trust businesses supports their view that its current stock price undervalues these assets. "The face value of the offer is above our expectations and represents ...

J.P. Morgan hit with $775k penalty

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... market participants and clients to ensure that any potential misconduct is rectified immediately once detected". The MDP's view was that, individually and as part of a series, the orders exhibited characteristics of an intention by the client to manipulate ...

Former APRA chair joins ASX board

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... want to thank Yasmin for her many years of diligent service where she always brought her commercial lend and the shareholder view to the boardroom," Roche said. "The board and I have benefitted from her experience, judgement and counsel."

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... and the significance of how their assets will be managed. "We know that super funds should be providing more advice. Our view is that super funds have got a role to play because our members don't think about financial advice like a policymaker or ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... women, with almost 40% of these cohorts reporting cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said professional advice and increased financial education were crucial to empower safe spending ...

Franklin Templeton's Brandywine Global launches new fund

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... diverse mix of sectors and industries. We're generally invested in larger-cap stocks and our risk metrics are aligned with our view that opportunities are not plentiful in the current environment," Roibu said. "Market shifts can happen very quickly ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... to its decision to axe the four units. "The flows varied across strategies, but the decision was based upon our long-term view of financial materiality of these businesses," an FSI spokesperson said. Mitsubishi UFG Financial Group acquired FSI in 2019 ...
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