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Showing 421 - 430 of 4049 results for "Engage"

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... with." This was the FAAA's "first read" of the draft legislation, the industry body will continue to analyse it, and engage with its members throughout March and April, ahead of submitting a formal response by May 2.

New impact fund backs marginalised female entrepreneurs

ANDREW MCKEAN  |  MONDAY, 24 MAR 2025
Social purpose organisation Good Return has launched its second impact fund, aimed at supporting marginalised female entrepreneurs across the Asia-Pacific region. The evergreenfund is seeking to raise $10 million from Australian wholesale investors ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
JANA Investment Advisors has welcomed a new senior investment consultant to bolster its wealth business. The consultant said David Wilson's appointment reflects the increasing demand for sophisticated investment solutions in the wealth sector. As ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

AFCA opens consultation on financial elder abuse, family violence

KARREN VERGARA  |  WEDNESDAY, 19 MAR 2025
The Australian Financial Complaints Authority (AFCA) has launched two consultations on how it should improve its approach to handling complaints related to financial elder abuse and family violence. AFCA said it seeks to ensure consistency in how it ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... and client retention." The statement said the alignment will also strengthen the profession's collective capacity to engage with policymakers. "The organisations will combine to advocate for common sense reform of the regulatory environment including ...

BUSSQ abandons appeal, concedes to licence conditions

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... minimum standards for the fitness and propriety of responsible persons, requiring "significant financial institutions" to engage with it on succession planning and potential appointments.

Three in five women lack retirement confidence

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
New research commissioned by Colonial First State (CFS) has highlighted significant disparities between men and women when it comes to retirement preparedness and financial confidence. The findings, based on a survey of 2250 Australians, revealed that ...