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Showing 271 - 280 of 2809 results for "TES"

Federal Court quashes case against ex-Dixon Advisory director

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
The Federal Court has dealt ASIC a legal blow, dismissing its case against former Dixon Advisory director Paul Ryan and ordering the corporate regulator to cover his legal costs. The regulator accused Ryan of contravening his statutory duties as a director ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
TAL Australia has announced an in-house promotion to lead its team of product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver ...

Cole puts funds on notice as expenditure data is revealed

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2024
APRA has published the in-depth data on super funds' expenditure from marketing costs and payments to industrial bodies to spending on member services, as the regulator puts a spotlight on how member money is being spent. AustralianSuper had the ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ...

ClearView announces executive changes

MATTHEW WAI  |  FRIDAY, 25 OCT 2024
ClearView Wealth has announced three executive appointments, choosing to hire from within the company. ClearView welcomed Judilyn Beaumont to the role of chief risk officer while continuing her role as general counsel. Beaumont joined the company in ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
APRA has been questioned by the House of Representatives around how it monitors superannuation fund performance and whether there should be more focus on fees over returns. Independent MP Allegra Spender questioned APRA deputy chair Margaret Cole on ...

Rest appoints interim co-chief investment officers

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
Rest has promoted two of its senior investment leaders to serve as co-chief investment officers. The fund's head of private markets and deputy chief investment officer Simon Esposito, and head of listed assets Kiran Singh, will assume the role on an ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
TAL has introduced several changes to underwriting limits that reduces medical test requirements for new life, total and permanent disability (TPD), and income protection insurance applications. For life and TPD, customers aged 49 and younger can apply ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
The chief executive of Profile Financial Services has resigned after nearly seven years with the firm. Lena Ridley was appointed to the role in 2021 to replace interim chief executive Peter Coleman, who assumed the post after the departure of Sarah ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
Global firms S64 Capital and HG Capital have joined forces to bring their flagship private equity offering to Australia. The firms are launching the Hg Fusion Private Capital Fund (HFPCF) to local investors as a feeder fund in the form of a unit trust. ...