Search Results | Showing 21 - 30 of 680 results for "Records" |
| | | ... offering, which Maloney believes will be a "game changer for advice practices." "North has rolled out an AI file note, which records the client conversation between and adviser and the client, and that's taken circa 30 minutes out of the time it ... |
| | | | ... in the first half of next year. It marks the largest transaction in the data centre space to date; Macquarie also broke records in November 2024 when it offloaded AirTrunk. That sale was valued at $24 billion (US$16bn). Head of Macquarie Asset Management ... |
| | | | ... system," Netwealth said. "Over six in 10 Stars have automated their investment implementation and execution, including Records of Advice (59% have partially, and 5% have fully automated these processes). "Another four in 10 (41%) have implemented monitoring ... |
| | | | ... Court appointed new receivers and administrators in September 2024, BDO found that Keystone failed to maintain proper records resulting in the lodgement of breach reports with ASIC. ASIC commissioner Kate O'Rourke said auditor independence underpins ... |
| | | | ... related to GIM since the start of 2024. One investor lost $750,000, while another lost $200,000 in life savings. "Bank records from GIM investors show they paid large sums, sometimes hundreds of thousands of dollars each, to company bank accounts between ... |
| | | | As superannuation fund assets continue to hit record highs, with AustralianSuper leading the pack at $387.6 billion, the number of inactive accounts is also ballooning, APRA's latest statistics reveal. APRA superannuation fund data for June 2025 ... |
| | | | ... the long-awaited Tranche 2 of DBFO proposed several changes, such as replacing Statements of Advice with Client Advice Records and clarifying what topics super funds can collectively charge for, only to fall through the cracks in the lead up to the federal ... |
| | | | ... authorised advisory practice for record keeping purposes, from a prior licensee for about 9828 clients. It did not include records where FPW had delivered the advice." Brown went on to say that regulatory reporting of the incident and any client remediation ... |
| | | | ... appreciation. Commenting, Bennelong chief executive John Burke said the fund builds on Allsping's already proven track records. "We believe this fund can be a core component of well diversified portfolios," Burke said. "Allspring's global income strategy ... |
| | | | ... Rob's exceptional leadership abilities to guide our teams through this transition. Their deep expertise and proven track records will be instrumental in ensuring continuity and driving us forward, as we remain steadfast in our commitment to delivering ... |
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