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| | | ... bolstering its total portfolio approach with a new mandate, while appointing an executive to help grow its digital member services. Rest will implement UK-based Rimes' total portfolio view capability through its investment platform, Matrix, while focusing ... |
| | | | A new standard from the Financial Services Council aims to strengthen governance practices across superannuation platforms, including limiting unadvised members to simpler investments, enhancing due diligence of options, and greater oversight of advisers ... |
| | | | ... position, and I have every confidence in what comes next," she said in a statement to Financial Standard. "Financial services in Australia is at a genuinely pivotal inflection point. Regulatory evolution, technological change, and growing public scrutiny ... |
| | | | New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ... |
| | | | ... navigate and capitalise on cross-asset volatility." Milliman FRM provides investment advisory, hedging, and consulting services on about $350 billion in global assets. In Australia, Milliman FRM provides full-service implementation manager services for ... |
| | | | ... chair of Women in Super, has served as a non-executive director of Victoria Legal Aid and as a director at Industry Fund Services. HESTA chair Nicola Roxon said Campo's 26-year career in superannuation made her a standout choice for the position. "Robbie ... |
| | | | ... of the tax system." The proposed five new criminal offenses for unregistered tax preparers include providing tax agent services for a fee; providing BAS services for a fee; advertising tax agent services; and advertising BAS services. Maximum penalty ... |
| | | | ... data and technology systems it has developed internally over the years, as well as renegotiating externally provided services. It will also review 10 roles across investment and non-investment teams to ensure staffing continues to reflect business needs ... |
| | | | ... financial advice." FWA is licensed by Charter Financial Planning, which sits under Entireti's umbrella of financial services firms. Hudson said the transaction supported a smooth leadership transition while positioning the firm for future growth. ... |
| | | | ... at the end of March. Saville was nominated by the Law Society of New South Wales, while Tucker represents the United Services Union. Saville is currently a partner at Mallesons, previously King & Wood Mallesons. She has worked there for about 15 years. ... |
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