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| | | Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ... |
| | | | ... international equity managers, which perhaps helped to explain the 74% underperformance rate for the International Equity General category," the report said. Meanwhile, the report noted "moderate" liquidation rates, with international equity funds experiencing ... |
| | | | ... will continue to grow in popularity as technology platforms create more customised solutions for investors," it said. In general, the survey concluded that respondents predominantly believe AI and HI are complementary rather than interchangeable. CFA ... |
| | | | ... cornerstone for NowInfinity's new SMSF deed update and compliance solution, due to be released next year. NowInfinity general manager Tracy Williams said the new features have been designed in collaboration with clients and industry experts and offer ... |
| | | | ... redesigned Accelerated Protection products to extend our proposition to meet the needs of a broader set of customers," TAL general manager, retail sales and new business Beau Riley said. At the same time, he said it's understood many Australians are ... |
| | | | ... Group announced the retirement of non-executive director Colette Garnsey, effective at the close of the company's annual general meeting on November 8. She will be succeeded by former BT Financial head of equities Cathy Covaks, who takes on the role ... |
| | | | ... financial officer at Count. Leung brings close to 20 years' experience in financial services, most recently serving as general manager, business service and finance transformation at Australian energy infrastructure business APA Group. The appointment ... |
| | | | ... marked by the inclusion of risk factors in performance-based design and downward-adjustments processes. Despite APRA's general approval of CPS 511 implementation efforts, the regulator pointed out shortcomings in financial services entities controls ... |
| | | | ... contained one distribution condition which stated the product is only suitable for distribution to consumers who have received general financial product advice. ASIC considered the TMD fails to set out distribution conditions for direct-to-consumer distribution ... |
| | | | ... last year, when many of its investors were forced to devalue their stakes amid the tech crunch, rising interest rates and general market uncertainty. Franklin Templeton Growth Opportunities Fund wrote down the value of its Canva investment by over 58% ... |
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