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Showing 171 - 180 of 1718 results for "Profile"

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... more financial services. In some cases, Betalli's recommendations were not in accordance with his clients' risk profile. Tribunal member Rob Reitano reduced the ban for several reasons, including the fact that there was no evidence of financial ...

Ausbil reshuffles distribution team

ELIZABETH FRY  |  FRIDAY, 5 JUL 2024
... the year after 23 years with Ausbil. Since joining Ausbil in 2007, Chadirchi has focused on building the company's profile in Queensland and steering the national sales effort. His background in financial markets comes from working as an equities ...

Rest's MySuper option returns 8.67% in FY24

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... will drive the markets and the global economy over the coming decades and beyond," Lill said. In recognition of the age profile of its members, Rest's board, chaired by James Merlino, has approved a higher allocation to growth assets in its core strategy. ...

APRA: RSE licensees show 'common areas of weakness'

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
The Australian Prudential Regulation Authority (APRA) has issued a letter to all registrable superannuation entity (RSE) licensees sharing the initial observations from its targeted thematic review of the superannuation industry's preparedness for ...

Carlyle, Goldman Sachs give $1.6bn boost to Apex

JAMIE WILLIAMSON  |  THURSDAY, 27 JUN 2024
... combined investment in technology innovation. Upon completion of the transaction, Apex will have an enhanced financial profile, both in terms of leverage and liquidity, it added. "This commitment endorses Apex's sustainable growth strategy, following ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... Standard editorial and research teams. Financial Standard will also nominate outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser ...

Innova backs using leverage in super for housing

ELIZA BAVIN  |  MONDAY, 17 JUN 2024
... Applying a moderate amount of leverage combined with a greater allocation to equities or a more aggressive investment profile should generate similar or greater return than a leveraged property investment." Miles said while it may not be enough to solve ...

APRA updates industry on operational resilience guidance

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
... providers. "A prudent entity would then use this information as the starting point for an assessment of its operational risk profile," APRA said.

Lazard enters local ETF industry with infra offering

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2024
... Norfolk Southern, and National Grid. The TMD says investment in the ETF is suited to those with a very high risk and return profile, seeking capital growth and/or income distribution. It's intended as a minor or satellite allocation over at least five ...

Broken promises leave survivors in the lurch

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
... claim, whether by judgement or settlement agreement," Carpenter submitted to Treasury. "As we have seen with certain high-profile offenders, investigations sometimes last years prior to charges being laid. Thus, steps can be taken to capitulate assets ...