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Showing 2011 - 2020 of 18261 results for "Plan"

ASIC flags AI regulation remit

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
ASIC flagged it will take a formidable role in regulating how artificial intelligence will impact the securities and corporate sectors. ASIC chair Joe Longo unveiled much of the regulator's agenda in the short term, with AI taking up a "high and important ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... super balances over $3 million. Markwick urged trustees and members, in the lead up to June 30, to educate themselves and plan accordingly. "They should be making the most of current superannuation rules, including those pertaining to contribution caps ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... past performance of managers, tax effectiveness, and ethical/ESG factors. "This suggests HVIs have a considered investment plan and strategy in place to achieve specific purposes - and they stick to this plan," it said. Given their high volumes of holdings ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
Scott Thomas will join Hamilton Lane as its head of private wealth in Australia, as the firm plans to expand its distribution efforts down under. In the newly created role, Thomas will serve the firm's high-net-worth investors, as well as work alongside ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
Allianz Retire+ has appointed a national platform and research relationship manager, while also making a raft of high-profile appointments to its Retirement Advisory Board. Joining the Allianz Retire+ team as national platform and research relationship ...

ASIC releases May exam pass rate

KARREN VERGARA  |  MONDAY, 19 JUN 2023
The proportion of candidates who passed the latest Financial Advisers Exam remains relatively steady at 63%. Of the 195 candidates who sat the May exam, 122 or 63% passed. This is in line with the February exam, which had similar results of 195 candidates ...

Decade-long Santos well leak prompts investor concern

ROSE MARY PETRASS  |  FRIDAY, 16 JUN 2023
... No action to stem the leaks has been taken. A further 90 decommissioned wells are yet to be assessed. Santos submitted a plan to the offshore energy regulator NOPSEMA in early 2022 proposing further monitoring and stating that action to stem the leaks ...

ANZ reaches agreement with QLD government over Suncorp

CASSANDRA BALDINI  |  FRIDAY, 16 JUN 2023
ANZ has executed an implementation agreement with the Queensland government as part of the bank's plan to acquire Suncorp Bank. The signing of the agreement marks the next step in ANZ's plan to acquire Suncorp Bank despite concerns raised by the Australian ...

New Quantum reveals Nasdaq listing plans

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
Bondi-based digital wealth management platform New Quantum has signed a business combination agreement with Canna-Global Acquisition Corp to become a publicly listed company in the US. As a wholly owned subsidiary of Canna-Global, New Quantum will now ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
In a bid to improve advice practice efficiency, AMP introduced a new Record of Advice (ROA) process to the platform, while also upgrading its MyNorth Lifetime Super Calculator. The new ROA template contains pre-formatted tables and charts detailing ...