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| | | ... Statement of Advice (SoA) will be created. Ask Otivo is powered by Otivo's advice engine, which it said has been refined over nine years and vetted by KPMG. The AI-powered feature ensures every response is catalogued and automatically audited by Otivo. ... |
| | | | ... they're correctly identifying the root causes and assessing whether training is effectively stemming the flow of breaches over time. The most frequently breached Code chapter was claims, with 9698 breaches, broadly in line with the previous year. Breaches ... |
| | | | ... global equity manager, overseeing more than $2.5 billion in assets. Talaria's flagship global equity fund has returned 11.3% over one year, 9.4% over five years, and 7.7% per annum since inception. |
| | | | ... owns London's Gatwick Airport, energy pipelines, and about 40 global data centres, for US$12.5 billion. BlackRock took over Preqin last July for $4.8 billion. "Our acquisition of Preqin, which closed earlier this year, will add private markets data ... |
| | | | ... claims handling with consumers front of mind." Constant highlighted one "distressing" complaint in which one trustee took over 500 days to pay a death benefit of around $100,000 to a First Nations woman who was grieving the loss of her husband. Constant ... |
| | | | ... deeply about the world they will retire into, as well as the megatrends likely to influence global society and the economy over the long term," he said. "With a focus across sectors including renewable energy, digital infrastructure, and transportation ... |
| | | | ... Management, AZ Sestante, and Watershed Funds Management to its 'Buy Menu', bringing the number of "buy" managed portfolios to over 150 across 25 managers. AMP said the addition is in response to the growing demand from new and existing advisers. According ... |
| | | | ... named its new chief executive as incumbent David Lamming exits the post on July 1. Chief investment officer Paul Crowe takes over the top job. He joined the firm in 2005, involved in structuring and executing most of the major infrastructure investments ... |
| | | | ... Securities and Investments Commission (ASIC) have written a damning open letter to the ASX to address their increasing concern over the management of operational risk. In a joint letter to the ASX, the regulators expressed their deep concerns about the ... |
| | | | Funds SA has announced the appointment of Guy Debelle as chair of the Funds SA board from 24 April 2025. Debelle joined the board in July 2024 after having spent 25 years at the Reserve Bank of Australia (RBA), the last six of those as deputy governor. ... |
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