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Showing 241 - 250 of 4049 results for "Engage"

iExtend hires national BDM

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
iExtend has expanded its distribution team by appointing a national business development specialist, hiring from Resolution Life. In the newly created role, David Sutjipto will work closely with financial advisers to enhance the client experience and ...

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Lonsec Research and Ratings has appointed a head of sales, hiring from Challenger Ltd. Anna Schofield brings over 25 years of experience working in financial services distribution and strategic client engagement roles. Before her nine years at Challenger ...

BUSSQ streamlines product offering

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
The $7.4 billion industry super fund has consolidated its accumulation products into one as part of a multi-year simplification strategy. BUSSQ has historically had two accumulation phase products for members in BUSSQ MySuper and Premium Choice. The ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
Equity Story Group plans to raise up to $3.54 million through an entitlement offer to support the expansion of its funds management business, with a particular focus on entering the property sector. The stock market trading advice group will issue approximately ...

ASIC targets funds over 'disappointing' retiree communications

ELIZA BAVIN  |  TUESDAY, 14 OCT 2025
... superannuation trustees for poor retirement communications practices, finding that many funds are missing opportunities to engage with members throughout retirement and provide more meaningful support. ASIC's review, Report 818 From superficial to super ...

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
... welcome for members (certainly more so than fee increases!), APRA has since put trustees on notice - the regulator will engage with relevant platforms about the need for a persistent improvement in investment performance, even if a product has technically ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
Most financial advice licensees that rely on offshore service providers (OSPs) fail to adequately assess, monitor and audit their arrangements thus putting their processes and business at risk, a new ASIC investigation reveals. ASIC's review of 10 financial ...

ASIC bans another former Lighthouse Partners director

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
The Australian Securities and Investments Commission (ASIC) has banned former Lighthouse Partners director and financial adviser Timothy Archibald from providing financial services for 10 years, for fees for no service (FFNS) conduct. This comes after ...

Soul Patts focused on 'bespoke' private sector investing

MATTHEW WAI  |  THURSDAY, 9 OCT 2025
Speaking at the Australian Shareholders' Association Engage webinar, Washington H. Soul Pattinson (Soul Patts) chief executive Todd Barlow shared how the firm achieved success in both the listed and the private sectors. Barlow said the firm has ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ...