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Showing 141 - 150 of 1171 results for "Quality of"

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... business is owned and managed by the local staff. Its research portal is user-friendly, and the firm is focused on quality of research rather than quantity, it added. The research ratings service will be overseen by head of research Tim Murphy, who is ...

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... Harper said the firm identified Giles Wade as a great business to join Asena for several reasons. This included the quality of its investment team, the performance of their asset management business over the last decade, and the enduring nature of their ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... OneVue had two core divisions: funds and platform services. "Throughout the review process we have been impressed by the quality of the IOPB people and client base. The ability to transition IOPB's clients to our existing platform technology will ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... pay double in taxes on retirement savings based on this new policy. Together with Labor's other changes in the Quality of Advice Review and non-arm's length expenses (NALE) provision, Talyor said this is all part of "a broader attack on self-managed ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... practices in the superannuation industry, noting the latter's stated focus on investment governance. It also said the quality of advice provided by advisers could improve and that it is considering a range of regulatory responses to its findings, including ...

SMSFA reappoints Hay-Bartlem as chair

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... SMSF balances exceeding $3 million as well as contributing to the ongoing debate on the legislation emanating from the Quality of Advice Review," he said. Hay-Bartlem addressed delegates at the opening of the SMSF Association's National Conference ...

Reforms will strengthen retirement advice: Experts

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... Association National Conference at the Brisbane Convention and Exhibition Centre (BCEC) this morning discussed the Quality of Advice Review's (QAR) potential to transform how both sectors service their membership base. Speaking on a panel, Brighter ...

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... super." As such, it called on government to swiftly consult and legislate the retirement and super components of the Quality of Advice Review reform package before the end of the year. It also wants the government to make it easier for members to switch ...

UniSuper buys up Deer Park site

RACHEL ALEMBAKIS  |  THURSDAY, 15 FEB 2024
... end value of more than $1 billion," UniSuper said. "This super prime parcel of industrial land further improves the quality of our diversified unlisted property portfolio and adds to our exposure to the logistics and warehousing sector following on from ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... approved provider of our licensee services division for some time, following an assessment by our compliance team of the quality of its advice documentation," Sequoia managing director Garry Crole said. "We encourage advisers to outsource these services ...