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Showing 1311 - 1320 of 18808 results for "Services"

CI Financial taken private by Mubadala Capital

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... employees. "With this transaction, CI has never been better positioned to fulfil our mission of delivering outstanding services and solutions to our clients," he said. CI Financial added that the transaction will materially benefit Canada, including ...

Insignia completes MLC, NAB separation

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... longer reliant on NAB's systems and technology. There is still some further work to be done before the transitional services agreement Insignia signed with NAB in taking over MLC is finalised, scheduled for May 2025, it flagged. "As part of this ...

ASIC flags regulatory guide updates for 2025

ELIZA BAVIN  |  TUESDAY, 26 NOV 2024
... obligations) Regulatory Guide 181 Licensing: Managing conflicts of interest Regulatory Guide 183 Approval of financial services codes of conduct, and Regulatory Guide 234 Advertising financial products and services (including credit): Good practice guidance. ...

$3m super tax faces uncertain future

ELIZA BAVIN  |  TUESDAY, 26 NOV 2024
... unrealised capital gains and the dangerous precedent this sets for future tax reform." Neo Super head of SMSF technical services Nicholas Ali also welcomed the reports, saying the legislation would double the taxation on some super members. "The Division ...

Bravura flags growth plans with leadership appointments

MATTHEW WAI  |  TUESDAY, 26 NOV 2024
... head of product management and marketing. Knowles brings over two decades of experience, primarily focused on financial services technology; he enjoyed a 13-year stint at Iress in various production capabilities in the past, including chief product officer ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for three months by the Financial Services and Credit Panel after he was found to have issued Records of Advice (ROAs) that relied on SOAs that were up to seven ...

Bell Financial takes lead on SelfWealth takeover

KARREN VERGARA  |  MONDAY, 25 NOV 2024
... which BFG raised its bid price to 25 cents per SelfWealth security. BFG muscled in on rival bidder AxiCorp Financial Services' offer of 23 cents per share. The revised offer puts a 108% premium to the last close share price of SelfWealth of 12 cents ...

More guidance crucial for aged care transitions: AMP

MATTHEW WAI  |  MONDAY, 25 NOV 2024
... and most expect it to significantly diminish their wealth, as AMP calls for more support from government and financial services. New research from AMP shows most older Australians are concerned about transitioning to aged care and 75% are worried doing ...

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... for intermediaries, family offices, wholesale investors and more. He brings more than 30 years' experience in financial services to the fold. Early on in his career, Wares focused on the ultra-high-net-worth space through roles at BT Funds Management ...

Performance the best member retention tool: Mine Super

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... industry alignments based on what our fund has experienced over the past eight years." Meanwhile, touching on member services, Nair said it remains complicated with new regulations around operation resilience, and noted members expectation have shifted ...