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Showing 281 - 290 of 2738 results for "Agreement"

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... find a specialist wealth management firm that shares its client first values and strong commitment to its people. "Our agreement with LGT Crestone will allow Commonwealth Private clients access to LGT Crestone's premium advice offering, as well as the ...

Systemic issues impact 20k consumers: AFCA

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... oversight of client correspondence, AFCA said. Investments and advice AFCA found a particular financial firm's settlement agreement was "inconsistent" with AFCA's approach in investments and advice and has since consulted with ASIC to investigate the ...

Federal Court quashes case against ex-Dixon Advisory director

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
... the best interests of E&P Operations (EPO), a subsidiary of E&P Financial Group, and authorised Dixon to enter into an agreement with EPO, which favoured EPO at Dixon's expense. ASIC claimed the resolutions harmed Dixon Advisory's creditors by blocking ...

Australian Unity offloads banking business

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2024
... announced the sale of its banking business to Bank Australia, with the transfer set to be complete in late 2025. Under the agreement, Bank Australia will acquire Australian Unity banking customers and their existing loans, credit cards and deposit accounts ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... which will be given to the client prior to receiving any financial advice. "This letter confirms a clear and transparent agreement between the adviser and the client that clearly outlines the scope of advice to be provided," he said. Secondly, the bill ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... certification policies, making it easier for Australian CFP professionals to seek certification in India. Likewise, the agreement creates a pathway for Indian CFP aspirants to gain Australian financial planning qualifications, including units of study ...

Industry fund merger finalised; seven board exits confirmed

ANDREW MCKEAN  |  FRIDAY, 1 NOV 2024
... fund offering a "distinct point of difference" in the market. Around six months later, the funds entered into a binding agreement to merge. As previously reported by Financial Standard, CareSuper's chief investment officer Suzanne Branton, chief experience ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... Times analysis shows. It has 10 launchpads in Japan and seven in South Korea, and last year formalised a new security agreement with Papua New Guinea. The US government's spend on defence has skyrocketed 62% since 1980, climbing from US$506 billion ...

IAM announces new product, appointment

ELIZA BAVIN  |  MONDAY, 21 OCT 2024
... Nantes said. "We expect to achieve material costs out and simplification within IAM following the execution of the recent agreement with Perpetual Corporate Trust. This raising was necessary to provide IAM with the balance sheet to focus on growing revenues ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... workers and more than 25,000 employers. It offers tailored benefits that meet the unique needs of the sector. Under the agreement, JANA will leverage its expertise in liability-driven investment strategies to continue supporting LeavePlus' primary objective ...