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Showing 131 - 140 of 1436 results for "Comprehensive"

ASIC tells super: 'You have everything you need to not fail'

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
ASIC commissioner Simone Constant has told Financial Standard the regulator has super funds in its sights for more than just claims handling delays. "The main focus is on member services more generally, this is a multi-year phased project" Constant ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... Super, has confirmed that most eligible members opted to stay in the transition. Centrepoint Alliance snaped up the comprehensive advice book of ESI Financial Services, a wholly owned subsidiary of Brighter Super, last month. Its advice business subsidiary ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... partnership will create opportunities to deliver it to many. While most of Entireti's advice practices specialise in comprehensive ongoing strategic advice, Younger said the group's role as one of Australia's largest service partners to advice businesses ...

Hearts & Minds chief exits

ELIZA BAVIN  |  MONDAY, 19 MAY 2025
... retirement income provider." Jollie joined HM1 in December 2024. The board said since joining Jollie has undertaken a comprehensive review of the business and identified key opportunities to enhance the group's operations and strategic focus. "On ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... The SMSFA has urged the government to pause the current package and release the full suite of proposed reforms for comprehensive consultation. "The pathway to legislative change is long and difficult, so we must get this right now. Partial reform risks ...

MA Financial partners to invest $2.6bn in middle market loans

MATTHEW WAI  |  WEDNESDAY, 7 MAY 2025
... president Zia Uddin said: "We are excited to partner with MA Financial and SMBC to leverage Monroe's robust and comprehensive origination platform for middle market transactions in the US." "We continue to innovate new structures to be the financier ...

Macquarie reprimanded again for derivatives compliance failures

KARREN VERGARA  |  WEDNESDAY, 7 MAY 2025
ASIC is again taking action against Macquarie Bank for "multiple and significant compliance failures" relating to its futures-dealing business and over-the-counter (OTC) derivatives trade reporting. The failures have been undetected for many years ...

AUSIEX to acquire FIIG Securities

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... Salis said. "It will provide local institutions, financial advisers, family offices, SMSF and HNWIs with the most comprehensive investments trading and portfolio administration platform offering in the country." Salis said AUSIEX aims to make fixed income ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... said. Perpetual managing partner for private clients Andrew Baker, meanwhile, said the business is focused on the comprehensive needs of clients including individuals, families, business owners, professionals and community organisations across a range ...

Bravura chief exits: 'Right time to step aside'

ELIZA BAVIN  |  MONDAY, 28 APR 2025
... successor who can capitalise on this position and continue the positive trajectory." The board said it will commence a comprehensive international search for its next chief executive and thanked Russell for his tenure. "Andrew has done a magnificent ...