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| | | ... related to advice, insurance, and misleading and deceptive or unconscionable behaviour. Treasury has also opened a review into the $2 trillion MIS sector off the back of the Shield Master Fund and First Guardian Master Fund collapses. A new MIS regulatory ... |
| | | | ... "The CI Global Private Market Funds offer Australian investors the ability to not only invest outside of public markets, but into a multi-manager and multi-sector portfolio of private assets to better diversify their private market allocation," Lewis ... |
| | | | ... together to be a more attractive industry for university students, women, career changers and how we can get more people into the industry, particularly at a time when we have such a large advice gap in Australia, and the number of advisers has gone ... |
| | | | ... of tax reforms, the OECD suggested changes to the way in which retirement savings are taxed. As it stands, money directed into a KiwiSaver account is taxed before it goes in. The earnings on the KiwiSaver account are also taxed. However, drawdowns are ... |
| | | | ... majority of which are on platforms - is a possibility. Single- or multi-manager products, and separately managed accounts fall into this category. Treasury is taking submissions in response to its consultation paper Strengthening the superannuation performance ... |
| | | | Bell Financial Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net ... |
| | | | ... stated: "It was not sufficient...for the IDR delay notifications issued by TelstraSuper to merely state that "the investigation into the cause of your complaint is ongoing", or words to that effect. This statement is an incident of the circumstance that ... |
| | | | ... purview of the regulator after the collapse of Shield and First Guardian. Many victims transferred their superannuation savings into the risky investments after a call from a lead generator or after clicking on a social media advertisement urging them ... |
| | | | ... sales leadership, platform strategy, and client relationship management will be instrumental as we expand our flagship fund into new investment channels." This appointment follows the launch of Ten Cap's listed active ETF (ASX: TCAP) in November ... |
| | | | ... diversification strategy". "We know when they first set up their fund, they can invest quite a large percentage of the fund portfolio into digital assets but then over time, diversify, and that's consistent with what we have seen in the way people ... |
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