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Showing 1181 - 1190 of 12379 results for "Focus"

Cbus faces fresh investigation over fund expenditure practices

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
Cbus is under investigation by APRA for possible breaches of superannuation legislation, with the regulator announcing the probe alongside a court-enforceable undertaking to address the super fund's risk management and oversight of key fund services. ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... sometimes via an SMSF (self-managed super fund), into a high-risk property scheme or some other high-risk investment." ASIC will focus more effort on reviewing client advice files related to SMSFs being set up. "We're also reviewing information from ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed retail clients," North added. The transaction is expected ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... partnership will help drive Link Wealth's values, growth ambitions and operational efficiencies, Link Wealth said. It will focus on advising professionals and business owners in their wealth accumulation phase, typically aged between 30 and 55. Further ...

Australian super assets set to become second largest globally: WTW

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... added that despite the introduction of the Your Future, Your Super performance test in 2021 and the resulting increased focus on benchmark-relative returns, the allocation to alternatives has marginally increased since 2019, from 23% to 24% for super ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... Lonsec Investment Solutions while establishing Lonsec Research and Ratings as a stand-alone business, enabling each brand to focus on their core strengths and value propositions and preparing each business unit for their next evolution of growth," he ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... HESTA chief executive Debby Blakey said the research was part of a whole-of-fund approach to retirement and an enhanced focus on data, analytics and modelling to better understand members' needs. Blakey said women often have lower lifetime earnings and ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
Foresight Analytics has appointed a new head of research as it looks to expand its coverage. Rob da Silva joined Foresight Analytics & Ratings, the research subsidiary of the Sydney-based group, last month. He spent more than eight years at SQM Research ...