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Showing 231 - 240 of 1001 results for "Task"

No regrets: Hayne reflects on Royal Commission

KARREN VERGARA  |  TUESDAY, 30 MAY 2023
... is the duty that the adviser owes to the client? "The adviser holds itself out as providing advice. Providing advice is a task different from selling a product. Is the customer entitled to treat the adviser as acting in the customer's interest?" ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
A veteran of the Australian financial services sector, Michael Harrison is being remembered as a teacher, mentor, and unrelenting advocate for risk advisers after he passed away on Sunday morning, aged 78. Harrison enjoyed a varied and colourful career. ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... to determine if a general expense has been undercharged and by how much," Burgess explained. "This may sound like a simple task, but the reality is in a dynamic market such as the SMSF sector there can be significant variation in the services provided ...

HESTA revamps insurance offering

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2023
HESTA has renewed its mandate with AIA Australia and, in doing so, made a raft of changes to its insurance offering. HESTA notified members it has renewed its insurance arrangements with AIA, extending the relationship that's been in place since 2017. ...

NZ Super Fund chief executive resigns

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... manager of the $56 billion NZ Super Fund. "The many years I've spent here are a testament to the interesting and challenging task we have, and the talented and committed people I enjoy working alongside," he said. "I am so pleased to have been part of ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ...

PensionDanmark chief executive to retire

CHLOE WALKER  |  FRIDAY, 21 APR 2023
... have decided to pass on the baton." "It has been a great honor and joy together with our skilled employees to be handed the task to develop PensionDanmark into an important supplier of sustainable welfare solutions for common Danes. "As of October 1 ...

RBA reforms require bipartisan support: Chalmers

KARREN VERGARA  |  TUESDAY, 18 APR 2023
Treasurer Jim Chalmers intends to gain full support from all sides of politics before implementing the changes recommended by the panel tasked with reviewing the Reserve Bank of Australia (RBA). Chalmers told a press conference yesterday that he will ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
Assistant treasurer and minister for financial services Stephen Jones has detailed a three-pronged approach to superannuation reform that will forge national consensus, shift the focus from savings to retirement income, and elevate service standards ...

SVB, Signature Bank securities up for sale

KARREN VERGARA  |  WEDNESDAY, 12 APR 2023
A BlackRock subsidiary has been tasked with disposing the mortgage-backed assets of Silicon Valley Bank and Signature Bank that collectively amount to US$104 billion ($156.2bn). The Federal Deposit Insurance Corporation recently announced that it retained ...