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Showing 431 - 440 of 2610 results for "RECOGNISE"

Commonwealth Super Corp appoints chief customer officer

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2023
A new chief customer officer has been named at Commonwealth Superannuation Corporation (CSC), bringing experience in financial advice, super and insurance. Adam Nettheim has taken on the role, a promotion from his prior role as executive manager, customer ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...

Jones lifts adviser levy freeze, updates funding model

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... operators, regulate emerging sectors as well as capital expenditure, either across a broader population or over time to recognise the wider benefits of those activities. For example, crypto assets and buy now pay later (BNPL) do not sit within the existing ...

BlackRock Bitcoin ETF: A landmark institutional event?

ANDREW MCKEAN  |  MONDAY, 26 JUN 2023
The BlackRock ETF filing with the Securities and Exchange Commission (SEC) has been touted by Magnet Capital co-founder Egor Sidelska as the most significant institutional event in Bitcoin history. Sidelska said the BlackRock ETF filing is a definitive ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... $5334.64. By removing the Safe Harbour Steps, this will reduce the cost of financial advice by 9-11%, they said. "We recognise that the Safe Harbour Steps helps guide appropriate advice in line with the best interest duty," Pham said. "However, advisers ...

Morrison Securities pays infringement over DTRs

CHLOE WALKER  |  THURSDAY, 22 JUN 2023
Morrison Securities (Morrison) has paid a penalty of $333,000 to comply with an infringement notice given by the Markets Disciplinary Panel (MDP). According to the MDP, Morrison contravened the ASIC Market Integrity Rules on six occasions between October ...

ISPT targets success with revamped leadership

JAMIE WILLIAMSON  |  THURSDAY, 22 JUN 2023
Industry Super Property Trust overhauled its leadership team, including adding a chief investment officer and two group executives to oversee funds management and property. ISPT said it has restructured its business for success, adding four new roles ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... important factors considered when deciding to invest in a superannuation wrap product," AMP said. "It also fails to recognise the important role of advisers who help consumers make decisions about whether to invest in these products and who themselves ...

FRAA releases draft APRA, ASIC metrics

KARREN VERGARA  |  FRIDAY, 16 JUN 2023
The independent body tasked with reviewing the competency of APRA and ASIC has released a list of draft metrics it will use to measure the regulators against and is asking for industry feedback. The Financial Regulator Assessment Authority (FRAA) has ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
The Financial Advice Association Australia (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of ...