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Showing 141 - 150 of 1436 results for "Comprehensive"

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Northern Trust survey reveals what's testing asset owners

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... structured approach to identifying and quantifying risk exposures, adding that such a method affords asset owners with a comprehensive approach to identifying and quantifying risk. Exposure management and risk budgeting, ranked as the second and third ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... advice, delivered under the moneyGPS AFSL. The moneyGPS service targets client segments priced out of receiving comprehensive advice, including non-advised clients with low balances, insurance-only clients, and millennials. In a statement, the fintech ...

APRA hits ANZ with $1bn capital penalty

ELIZA BAVIN  |  THURSDAY, 3 APR 2025
... review of root causes and behavioural drivers of the persistent weaknesses. Additionally, the bank will develop a comprehensive remediation plan to address the root causes and appoint an independent reviewer to provide assurance over the execution of ...

Plenary names new chief executive

KARREN VERGARA  |  MONDAY, 31 MAR 2025
... inbound investment from the United Arab Emirates into an Australian company since the signing of the Australia-UAE Comprehensive Economic Partnership Agreement, further reinforcing bilateral ties between the two nations," Oppenheim said. "The establishment ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... categorically state that this is not some back door attempt to have new class of advisers providing a full range of advice - comprehensive advice - on all things financial. "It wasn't what we announced, and it's not what we intend to do. "It's ...

MSC appoints operating chief

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... team's dedicated efforts to integrate it, I am honoured to step into the role of COO. "We are now poised to offer a comprehensive service to continue the success that we have had to date. I am excited about the contributions I can make in this key ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... relation to the draft legislation is that it appears to give super trustees the ability to collectively charge for comprehensive retirement advice," Abood said. Abood said, "this is concerning on many levels," warning the cost of collectively charged ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... connects seamlessly with 20,000 financial institutions globally, automating the aggregation of wealth data into its comprehensive registry platform. "It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers ...

Axius names executive director

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Management's Australian division, where he led the institutional business for Australia & South East Asia. "Phil's comprehensive background in capital raising and investment management perfectly aligns with Axius Partners' vision and strategic ...