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Showing 191 - 200 of 1533 results for "Assessment"

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... the Bloom Fund had to consider whether the company's engagement in the activity was material based on a qualitative assessment and there was discretion to still hold the asset; "If 33% or more of the company's revenue was generated by an excluded activity ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... key observation from our review of trustee analysis of underperformance was that trustees seemed to approach their assessment from the position of keeping the option on the menu," ASIC said. Of those 12 options, nine had a very high percentage of advised ...

NAB names new chief executive

CHLOE WALKER  |  WEDNESDAY, 7 FEB 2024
... well for the future," he said. McEwan said he was delighted to see Irvine selected as his successor after a lengthy assessment process. "Andrew is a highly capable, internationally experienced banker who brings the right lens to us wanting to be Australia's ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
... client advice. "Clique has been an 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 ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... revalue their unlisted assets on a quarterly basis at least. This occurred around the same time the Financial Regulator Assessment Authority criticised funds' approach to valuing unlisted assets in the wake of the Canva writedowns, as well as APRA's ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... Community Trust South picked JANA to provide advisory services, strategic advice, and portfolio construction and risk assessment.

Mitsubishi UFJ Financial Group to acquire Link Group

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... shareholders to vote in favour of the proposal in the absence of a superior one. It is subject to the independent expert's assessment if the deal is in the best interests of Link shareholders. Last week, Link Fund Solutions finalised the compensation ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... proposed adding the deductibility of financial advice fees as tax-related expenses under section 25-5 of the Income Tax Assessment Act 1997. "This revised guidance is sensible and welcome. The existing Tax Determination is almost 30 years old, and a ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... knowledge, experience, and dependable collaboration, Morningstar said. "A culture of honest interaction and independent assessment has long been fostered within the team," the research house said. Morningstar also heaped praise on Dimensional Australian ...

Boards unprepared for new workplace laws: Research

ROSE MARY PETRASS  |  THURSDAY, 14 DEC 2023
... sexual harassment, sex-based harassment, sex discrimination, hostile workplace environments and victimisation. A 2021 assessment by ACSI and AHRC found that boards were reactive, rather than preventative, in their approach to these issues. ACSI chief ...