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Showing 281 - 290 of 3589 results for "Limited"

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... simple advice to more clients or the children of clients. The existing anti-hawking provisions apply, and they will be limited to only dealing with customers who initiate the engagement. What is yet to be determined is what the new class of advisers ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... playing field, enhances competition and it gives consumers more choice," Abood said. Tranche 2 of the DBFO reforms will open limited advice to NCAs who work for banks, superannuation funds, and life insurers. It includes the proposed rationalisation ...

Australian Unity Office Fund to be wound up

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
Australian Unity Real Estate Limited (AUIREL) has told investors it will delist and wind up the Australian Unity Office Fund (AOF), as flagged in August. The proposal involved the disposal of AOF's main undertaking and the cessation of AOF's real estate ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... for active managers. In Australian REITs, the likelihood of active managers to outperform the average passive fund is limited by higher management costs. There are fewer than 50 REITs listed on the ASX. "Fewer than three out of every four available active ...

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

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... advice space gradually in recent years, having first sold Count Financial and then allowing Commonwealth Financial Planning Limited-Pathways advisers to transfer elsewhere. It also wound up its Financial Wisdom licensee and transferred part of its salaried ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

ACCC urges parliament to pass new merger laws

ELIZA BAVIN  |  MONDAY, 4 NOV 2024
... breach Australian Consumer Law but that causes real harm to consumers," she said. "Many small businesses and consumers have limited bargaining power in their dealings with large businesses, making them more susceptible to unfair trading practices that ...

Cbus implements senior redundancies

ANDREW MCKEAN  |  THURSDAY, 31 OCT 2024
... "retain key talent." The research house noted that senior team turnover comes as Cbus' board has been caught by its limited independence and strong union ties, with three members being "forced off the board" in August amid corruption allegations ...

Morningstar flags governance issues, leadership turnover at Cbus

ANDREW MCKEAN  |  TUESDAY, 29 OCT 2024
... Morningstar said. The research house added that senior team turnover comes at a time when Cbus' board has been caught by its limited independence and strong union affiliations, with three members resigning from the board in August following corruption ...

Euroz Hartleys Group names managing director

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... stepping up from managing director and head of institutional sales of the group's main operating subsidiary Euroz Hartleys Limited. He has been with the company for 13 years. Bunney is also a member of the Stockbrokers and Investment Adviser Association's ...