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| | | ... grass lush and the cows healthy. There is a lot that goes on. For many people, it's very hard to get into. We see our platform as something where investors can benefit from positive underlying thematics without the headache of the day-to-day challenges ... |
| | | | ... chief operating officer. Ho will oversee governance, compliance and risk frameworks across DASH's expanding advice, platform and technology operations. With more than two decades of experience in financial services, she brings deep capability in ... |
| | | | Rainmaker Information's long-serving head of investment research John Dyall will retire at year-end, closing out a career that has left a deep imprint on the Australian investment and advice sectors. Dyall joined Rainmaker in 2015, bringing more ... |
| | | | The former chief executive of JBWere is taking on a new role, leading an industry association. Maria Lykouras will take over as chief executive of the Stockbrokers and Investment Advisers Association (SIAA) from next week. She replaces Judith Fox, who ... |
| | | | ... best option for their age, stage, and individual needs." In addition, the legislation sets out that where an onboarding platform chooses to advertise, it will be required to display an employee's stapled fund where one exists. The government has ... |
| | | | ... has also named Tahlia Rozis as business development manager. Rozis has a decade of experience in funds management and platform distribution and will be responsible for adviser engagement and distribution. Prior to joining Federation, Rozis has worked ... |
| | | | ASIC has imposed additional licence conditions on Learn to Trade (LTT) after it failed to comply with financial services laws over delayed lodgement, commanding it to appoint a consultant to review the business. LTT was granted an AFSL in January 2010 ... |
| | | | In a recent global peer study conducted by the Thinking Ahead Institute (TAI), defined contribution (DC) pension funds said they are concerned some members are not saving enough for retirement. The study found 60% of respondents are concerned their ... |
| | | | ... sales or terminations of investments must be completed by January 9. While TelstraSuper will waive the Direct Access platform fee of $172 per annum and the 0.20% asset fee from this week, if members make a loss when disposing of their investments, they ... |
| | | | Clime Investment Management is shuttering two funds, one of which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair ... |
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