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| | | Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ... |
| | | | ... 926 hold both an approved qualification and are relying on the pathway. ASIC said of the remaining 3459 yet to meet the standard, 1371 may be eligible for the experience pathway but their licensee is yet to notify ASIC of this. Further, unless exempt ... |
| | | | Registrable superannuation entities (RSEs) must do more to ensure asset valuations in financial reports are reliable and improve disclosure of sponsorship and advertising expenses. Those are two key outcomes of an ASIC review into the financial reporting ... |
| | | | ... Our fiduciary view is that the fund is not at an optimal size to continue the fund into the future to a best-in-class standard," UBS said. "The fund will cease accepting applications with immediate effect and will continue to process redemptions until ... |
| | | | ... Abbott, Montgomery, NMG Consulting, Pendal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. Financial Standard is proud to be the media partner of FICAP. |
| | | | ... investors prior to the introduction of the questionnaires, La Trobe chief investment officer Chris Paton told Financial Standard : "We have a robust DDO framework ensuring that our products are distributed to their respective target markets." "Each self-directed ... |
| | | | ... finality, and operational risk. ASX Clear and ASX Settlement continue to be rated as 'not observed' on the operational risk standard, which had been previously flagged by the RBA in its out-of-cycle assessment against this standard in March 2025. The ... |
| | | | ... capital each client originally invested in Shield. It confirmed investors would receive payment by next week. Financial Standard understands payments started going out this morning. In all, Macquarie oversaw about $321 million of the super savings invested ... |
| | | | The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice ... |
| | | | ... bring it back online as soon as we can and we appreciate your patience." However, an ASIC spokesperson told Financial Standard the orders did not apply restrictions to the portal. " ASIC orders did not place any restrictions on La Trobe's online investor ... |
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