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Showing 121 - 130 of 2972 results for "January 31"

AFCA appoints lead ombudsman, investments and advice

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
After acting in the role for 16 months, Shail Singh has officially been appointed as the Australian Financial Complaints Authority's (AFCA's) lead ombudsman, investments and advice. Singh was appointed ombudsman when AFCA opened its doors in 2018, before ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
The Financial Advice Association Australia (FAAA) has supported the government's experienced adviser pathway proposal, though suggests the measure be better targeted. The proposal, opened to consultation last month, seeks to clarify the educational ...

ASX expands partnership program criteria

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The Australian Securities Exchange is seeking stakeholder feedback for its CHESS Replacement Partnership Program as it updates the eligibility criteria for potential participants. The CHESS Replacement $70 million Partnership Program canvasses industry ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
Perpetual has said it expects to confirm its post-acquisition leadership teams and regional structures by the end of next month, while also flagging further consolidation. Providing an update to the ASX as to the integration of Pendal, Perpetual said ...

Industry welcomes experience pathway consultation

CASSANDRA BALDINI  |  WEDNESDAY, 19 APR 2023
The federal government consulting on the experience pathway has been recognised as a much-needed development for financial advisers who wish to continue working with clients beyond 2026. The Financial Advice Association Australia (FAAA) welcomed the ...

Experience pathway consultation opens

KARREN VERGARA  |  TUESDAY, 18 APR 2023
The federal government today opened consultation to clarify the educational requirements for experienced financial advisers and new entrants. Treasury Laws Amendment (Measures for Consultation) Bill 2023: Financial Adviser Standards states that an adviser ...

Regal names investment director

KARREN VERGARA  |  FRIDAY, 14 APR 2023
Regal Partners appointed a new investment director to service sophisticated investors, who was most recently the head of analytics at Bloomberg's local unit. William Myer steps into the newly created role of investment director for family office and ...

APRA defers CPS 230 introduction

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
APRA is pushing back the implementation of its new operational risk management standard following industry feedback. Prudential Standard CPS 230 Operational Risk Management (CPS 230) was initially intended to take effect 1 January 2024 but will now ...

Pension fund ousts chief over US bank losses

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2023
The chief executive of Sweden's Alecta was let go by the fund as it looks to recover from large losses resulting from investments in Silicon Valley Bank, Signature Bank and First Republic Bank. Overnight, Magnus Billing was axed as chief executive with ...

Blackstone limits withdrawals on $103bn real estate fund

CASSANDRA BALDINI  |  TUESDAY, 4 APR 2023
The investment manager has limited redemption requests from its $103 billion (US$70 billion) real estate income trust following a rise in redemption requests in March. During a month of "tremendous market volatility" and "broad-based financial stress," ...