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Showing 341 - 350 of 3533 results for "Reporting"

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... management landscape. Participants revealed 56.5% of the average advice practice costs are spent on product administration, reporting and compliance. The findings identified three core challenges including a lack of integration between a large volume ...

Size of super industry on ASIC's radar

ELIZA BAVIN  |  FRIDAY, 15 NOV 2024
... transparency and what is in the system. "This year we have expanded responsibilities in terms of looking at financial reporting and audits from the super funds to understand whether there is full, clear, transparent disclosure around what they have ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... 15.8 million adults wanted some form of guidance... but the number [of those] seeking advice has dropped in the past reporting period," she said. According to the report, only about 25% of pre-retirees are seeking financial advice in 2024, compared to ...

Second bidder enters SelfWealth takeover talks

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
... it failed to comply with certain financial services laws. The breaches included failing to comply with client money reporting rules, lodge financial statements on time, abide by ASIC derivative transaction rules, and lodge product disclosure statement ...

Magellan chief operating and financial officer departs

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2024
... property at Colonial First State. She has also served as group financial controller for The GPT Group and corporate reporting manager at Fairfax Media. Magellan executive chair Andrew Formica said Morton has been instrumental to the company and its senior ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... leadership experience from established organisations such as MLC, Challenger, and NMG Consulting. All three roles are reporting to AMP group executive, platforms Edwina Maloney. "I am excited for Sharyn, David and Mike to bolster our bench strength at ...

ANZ suspected of more mistakes amid bond saga

MATTHEW WAI  |  MONDAY, 4 NOV 2024
... an expanded investigation effort by ASIC in August this year, suspecting "contraventions relating to errors in ANZ's reporting of secondary bond market turnover data to the AOFM." He also disclosed an internal review is expected to occur in the first ...

Licensees pay $92m in compensation

ELIZA BAVIN  |  FRIDAY, 1 NOV 2024
... publication on information lodged under the reportable situations regime. The publication provides high-level insights into reporting trends from 1 July 2023 to 30 June 2024, and covers licensee population reporting, breach identification and investigation ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... KKR's wealth business. Crothers has been appointed director of global wealth solutions at the private equity giant. Reporting to the local head of KKR client solutions Nicholas Hyde, she will be covering the local wealth market and selling KKR's ...

HMC Capital makes $2bn acquisition

ELIZA BAVIN  |  THURSDAY, 24 OCT 2024
... and operator of utility-scale battery energy storage systems, in a deal worth $50 million. All of this resulted in HMC reporting a 57% jump in earnings compared to FY23 to $129 million thanks to recurring management fees, investment gains and performance ...