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Showing 1241 - 1250 of 8466 results for "Managed"

ASIC continues to reprimand SMSF auditors

CHLOE WALKER  |  MONDAY, 24 JUL 2023
ASIC has cracked down on eight self-managed superannuation fund (SMSF) auditors for breaches of their obligations. Specifically, the regulator has disqualified five SMSF auditors and imposed additional conditions on three SMSF auditors for failing to ...

Iress appoints former Pendal veteran

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... Marcus Price. The announcement follows former Iress chief financial officer John Harris moving to head up the group's managed portfolio business in April. Williamson steps into the role with over 25 years of experience, including about 14 years as ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
The investment management consultancy firm, which specialises in multi-asset managed accounts, has brought John Nicoll on as distribution executive. Nicoll brings over 22 years of experience in the financial services sector, having previously served ...

APRA finalises operational risk prudential standard

ANDREW MCKEAN  |  TUESDAY, 18 JUL 2023
... Moreover, it enhances third-party risk management by ensuring risks from material service providers are appropriately managed. APRA chair John Lonsdale said the finalisation of CPS 230 will strengthen the management of operational risk across APRA's ...

Super framework ideal for advice: Jones

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... access advice more easily, Jones said that it was a "much safer sandbox" compared to other industries like banking or other managed investment schemes. "If we can't make it work inside of RSEs or inside of superannuation funds, it's going to ...

ClearView strengthens leadership team

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... the top post after Simon Swanson stepped down in June. Over the last 18 months, Gooderick said Faglioni has built and managed a "high-performing team, refreshed our customer claims journey and delivered improved end-to-end claims management outcomes". ...

HNW wealth transfer still on the to-do list

CHLOE WALKER  |  SATURDAY, 15 JUL 2023
... report feeling "very worried" about wealth transfer, their top concern is that their wealth might be misused or poorly managed (38%), closely followed by tax implications (37%)," it said. The distribution of wealth not as intended (34%) and simply how ...

Lowe hands down RBA board shake up

CASSANDRA BALDINI  |  THURSDAY, 13 JUL 2023
... increasingly complex and it is right to re-examine how we make and communicate monetary policy decisions and how the RBA is managed," Lowe said. Firstly, he said that starting in 2024, the board's meetings will be reduced from the current frequency ...

NGS Super continues leadership shake-up

ANDREW MCKEAN  |  WEDNESDAY, 12 JUL 2023
... I am confident that Philippa's appointment will help us drive our strategy by ensuring risk is well understood and managed, and that we have an effective people strategy to drive that."

Sequoia expands professional services arm

CASSANDRA BALDINI  |  WEDNESDAY, 12 JUL 2023
... Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super funds. Meanwhile, Castle Legal is its boutique legal practice subsidiary. Sequoia said the acquisition of the Castle ...