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Showing 341 - 350 of 5152 results for "Information"

Svava makes binding offer for Selfwealth, BFG given deadline to counter

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... Selfwealth also noted that Svava has completed its due diligence, and Selfwealth has been provided with satisfactory information regarding Svava's funding capacity, regulatory approvals and other matters, which has led the board to determine to commence ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... external advisers." UniSuper chose Ignition after an "extensive process" that began with a market scan and request for information across the market. The fund then shortlisted vendors that met its business requirements, Gregory said. He said, however ...

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... said. "This feature strengthens advisers' ability to demonstrate value, as it enables them to interactively present information on the fly, drill into key details, switch across or aggregate client accounts, and leave personalised commentary on each ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... monitoring and supervising representatives who are providing SMSF establishment advice. ASIC said this includes considering information obtained from licensees about their oversight and the application of their policies and procedures in the context ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... and expand our MDA and Managed Portfolio Service offerings to advisers and their clients." According to Rainmaker information, Lifespan had 290 advisers as at December 20.

FSCP deregisters adviser for two years

KARREN VERGARA  |  WEDNESDAY, 12 FEB 2025
... that it will crack down on bad SMSF advice, particularly where it relates to their set up. "We're also reviewing information from licensees about their oversight and the application of their policies and procedures in the context of SMSF establishment ...

Treasury consults on genetic test ban in life insurance

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2025
... allowed to request access to and use of adverse genetic test results in underwriting. Insurers can still obtain other information and may still choose to refuse life cover or offer it on less favourable terms, provided they do so in compliance with the ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... ASIC will focus more effort on reviewing client advice files related to SMSFs being set up. "We're also reviewing information from licensees about their oversight and the application of their policies and procedures in the context of SMSF establishment ...

Mercer appoints chief investment officer from TelstraSuper

ANDREW MCKEAN  |  THURSDAY, 6 FEB 2025
... delivering strong outcomes for members, and driving its approach to sustainable investing. Notably, according to Rainmaker Information, TelstraSuper's default investment option returned 8% over 10 years to 31 December 2024, ranking fifth among measured ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... scheme meeting in favour of the Bell offer," the board said. SelfWealth is now engaging with Svava and requested more information, including its funding capacity and potential requirement for regulatory approvals. "Selfwealth will continue to keep shareholders ...