Search Results | Showing 1 - 10 of 148 results for %22Managed Action Plan%22 |
| | ... management, CRM, and ongoing relationship management. "We've seen hundreds of billions of dollars of new relationships now being managed on Practifi," Johnstone said. Lumiant chief executive Blake Wood, who took over from co-founder Santiago Burridge ... |
| | | ... to a batch of similar cases. Melbourne-based law firm Mackay Chapman said that there are approximately 2550 DASS self-managed super fund (SMSF) clients who have not yet lodged a complaint and have until at least 8 April 2024 to do so. "They have 'at ... |
| | | ... financial year, the wealth firm recorded a 33% year on year jump in IFA flows into its flagship North platform. North's managed portfolios reached $13 billion in AUM at the end of 2023. The platforms business made $90 million in underlying net profit ... |
| | | ... loans." "Today's penalties are significant and should act as a reminder to directors of responsible entities that operate managed investment schemes that they must act in the best interests of members." |
| | | A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ... |
| | | ... firm's attempt at building "three world-class businesses." "Decisions were business-led with a tendency for issues to be managed in silos. Without the counterbalance of the centre, the enterprise-wide view was lost," he said. Switkowski went on to ... |
| | | ... customers." Additionally, he mentioned Perpetual's IT security incident which occurred three months ago in its third-party managed unit registry system, affecting about 45,000 clients. "All examples are clear cases of the growing software supply ... |
| | | ... total decrease of 23%. About 450 related to financial advice. Investment and advice complaints capture financial advice, managed funds, timeshare, stockbroking, horseracing syndicates, and crypto. "The relatively low number of complaints received by ... |
| | | ... Huntley Management for 12 months, effective from March 21. Huntley Management was authorised to deal in the interests in managed investment schemes to retail and wholesale clients, and to provide general financial product advice to wholesale client. ... |
| | | ... strategy realignment. Central to this is an integrated policy architecture for the trillions of dollars of investment capital managed in Australia. Starting with the creation of a national Net Zero Authority that will not only create standards for net-zero ... |
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