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Showing 141 - 150 of 1479 results for "EXCEPT"

Fin365 undertakes strategic mergers

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ...

SS&C launches super offering, secures Mine Super mandate

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
SS&C Technologies has secured Mine Super as its first client to deliver superannuation administration services in Australia. SS&C hopes the new agreement with Mine Super will establish a foundation for its new super administration business in APAC. ...

LGT Crestone brings VC offering to local HNWs

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ...

ASIC suspends, cancels AFSLs

CHLOE WALKER  |  WEDNESDAY, 7 DEC 2022
... allows QFML to provide financial services that are reasonably necessary for, or incidental to, the winding up the schemes except the Quantum Strata Scheme No. 14 (Scheme 14), which is not being wound up," ASIC said. "Investors in Scheme 14 should contact ...

Crescent Wealth responds to PDS error criticism

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... incurred by the fund in its management of members' investments and do not directly impact a member's account - except for a very small number of low balance members who benefit from capped fee arrangements." Therefore, Crescent Wealth stated ...

Link Group appoints chief financial officer

ANDREW MCKEAN  |  TUESDAY, 29 NOV 2022
Link Group's Retirement and Superannuation (RSS) business appointed Nicola Scott as its chief financial officer. Scott will be responsible for leading the finance division of RSS, driving efficiencies in the business to support delivery of services ...

JANA appoints general manager, strategy

CHLOE WALKER  |  MONDAY, 28 NOV 2022
Lauren O'Neill has been named as JANA's new general manager, strategy and innovation, replacing Georgina Dudley, who will become chief executive in December. O'Neill currently serves as JANA's head of client development, bringing over 20 years' experience ...

Hostplus defies inflation fears

ELIZABETH FRY  |  MONDAY, 28 NOV 2022
... industry. The $92 billion fund for hospitality and tourism workers has not changed its investment strategy in 20 years except at the margin to take advantage of medium-term opportunities. The industry fund's invested capital remains split between ...

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Speaking at the Financial Standard Technical Services Forum in Sydney this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced ...