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Showing 11 - 20 of 95 results for "Independent advice"

Rest appoints WTW as asset consultant

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... funds, particularly for governance functions, responsible for oversight." Rest said the appointment will bolster independent advice within its investment governance framework.

"A lawyer's picnic": QAR report slammed

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2023
... appropriate consumer protections. Under these proposals Australians will continue to miss out on the quality independent advice which would tell them to switch to a better fund." He also slammed the recommendation that super trustees be free to decide ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... house. This requires greater services to support boards with their fiduciary responsibilities by providing independent advice, oversight and assurance and an understanding of best practice," Dudley said. "We're also continuing to support the funds' ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... its people and free from the conflicts of interest that come with vertical integration," Tucker said. "Koda's independent advice model has enabled us to provide a compelling offer to clients, grow client funds to scale and deliver strong revenue and ...

Parliamentary committee hears KPMG assumed 'conflicting engagements knowingly'

ANDREW MCKEAN  |  MONDAY, 11 APR 2022
... recommendations for the NSW government to enact such as new controls to ensure consultants are chosen to provide genuine independent advice rather than deliver desired outcomes. Another prescribed recommendation was that agencies share information with ...

Proxy advice reforms force transparency, AFS licensing

KARREN VERGARA  |  MONDAY, 20 DEC 2021
... Superannuation Investors chief executive Louise Davidson slammed the changes, saying they would deny super funds independent advice on the performance of the companies they invest in. "Overwhelmingly, investors have supported the provision of quality ...

APRA tells Christian Super to merge

JAMIE WILLIAMSON  |  TUESDAY, 7 DEC 2021
... designed to set out a clear path for Christian Super to achieve this, while also ensuring the trustee obtains independent advice and reports to APRA on its progress before making a go-ahead decision for these members." Christian Super was one of the ...

APRA moves to force EISS Super merger

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
... better performing product as soon as possible," she said. "The new licence conditions ensure the trustee obtains independent advice and reports to APRA on progress before making a go-ahead decision for these members."

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... chief executive Andrew Polson said. "We've had a lot of feedback in recent years that our unconflicted and independent advice offering would resonate with New Zealand investors. We're delighted to be chosen to help TECT manage its portfolio as it transitions ...

QMV partnerships lead resigns

KARREN VERGARA  |  THURSDAY, 8 APR 2021
... financial services consulting firm. Michael Wilcox joined QMV in May 2016, taking on responsibilities for promoting independent advice, delivery, software and subject-matter solutions across superannuation, wealth and insurance. His experience in financial ...