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Showing 151 - 160 of 6167 results for "Statement"

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... technology, we're reducing duplication, saving valuable time, and significantly accelerating the path to a completed Statement of Advice," AIA Financial Wellbeing chief retail insurance and advice officer Pina Sciarrone said. "This intuitive solution ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... on the Expand Essential Super and Extra Super Menu and is already closed to new members. Insignia Financial said in a statement: "Of our 110 master trust and wrap options included in this year's test, Insignia Financial failed one platform TDP. This ...

In race for talent, Frontier Advisors beefs up senior ranks

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... manager; Melanie Fernando as marketing manager; and Akshita Dhariwal as senior people and culture business partner. In a statement, Frontier said that Berriman, who joined the group over two years ago, has been instrumental in the capital markets and ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

ATO bares teeth at dentists pushing early super access

JAMIE WILLIAMSON  |  TUESDAY, 26 AUG 2025
... application for health treatments that are not necessary for one of these reasons would be making a false or misleading statement to the commissioner, which can attract severe penalties," said ATO deputy commissioner Emma Rosenzweig said, adding the ...

Allianz Retire+ streamlines business, trims workforce

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
... with the evolving retirement income and life protection markets," AA Life acting chief executive David Kane said in a statement. "AA Life remains patient and committed in its mission to provide trusted and innovative solutions that meet the evolving ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
Equity Trustees will face court over its alleged due diligence failures concerning the Shield Master Fund. ASIC flagged that as a superannuation trustee, Equity Trustees oversaw the investment of around $160 million of retirement savings into Shield ...

Three portfolio managers exit Stewart Investors

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... comprehensive transition plan is in place to address the changes and ensure portfolio management continuity," FSI said in a statement. As of December 2024, FSI managed $218 billion in assets. International outlets also report that research house Square ...

Funds SA pushes for efficiencies with AI targets

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
... "AI-related priorities" - in the performance and development plans of everyone in the business from this year. "That is a statement of intent about how we're going to become more efficient and productive through AI tools. We want to drive more innovation ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
Gold Coast-based financial adviser Andrew Rankin has been banned for four years for failing to act in clients' best interests by pushing them to invest in the Global Capital Property Fund (GCPF) and Pivotal Diversified Fund. The banning took effect ...