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Showing 31 - 40 of 976 results for "Forum"

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... the super fund must hold $10 million in assets to be treated as a wholesale investor," they told the recent AFCA Member Forum. "Further, Section 761G (7) - which sets out an assets, income or investment threshold wholesale test - specifically does not ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
Royal London Asset Management has appointed a Sydney-based regional sales head to expand the firm's footprint in Australia. The UK active investment manager named Kevin Haran to assume the newly created role. Haran will be responsible for establishing ...

ASX offloads interest in Digital Asset

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
... 2 could be up to $320 million - while Release 1 will cost about $105 million and $125 million. Speaking at the Investor Forum on Wednesday, ASX chief executive Helen Lofthouse provided an update on the five-year roadmap laid out in 2023, claiming the ...

ASIC puts 18 finfluencers on notice amid global campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ...

Allan Gray exposes 'hateful eight' bubble threat

ANDREW MCKEAN  |  FRIDAY, 30 MAY 2025
... just 28% of total market capitalisation. Mawhinney, speaking at the Allan Gray Australia and Orbis Investments investment forum, noted that the Hateful Eight generated a 35.6% return over the past year, while the remaining 292 stocks in the ASX 300 scraped ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... Private Wealth, Ceh Investments and Hosking Financial Services have been expelled as members. AFCA told its recent Member Forum that calculating a client's financial loss "can be complex" and that it doesn't rely on the capital loss approach. ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

Gender parity in financial services an economic imperative

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... Australia is in a unique situation as it leads when it comes to educating females based on metrics by the World Economic Forum. But their representation falls behind in the workforce. According to the Global Gender Gap Index, Australia lags it comes ...

Sandi Orleow joins ECP board

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... companies, superannuation, and member-based organisations. These include Pengana International Equities, Sydney Financial Forum, Active Super, ACT Treasury and chairs the Australian CFA Diversity Council. "Sandi has a passion for innovation, diversity ...

Monetary policy not the only game in town: Brian Redican

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... the driver's seat, NSW Treasury Corporation chief economist Brian Redican said at the Financial Standard Chief Economists Forum. Redican said monetary policy is no longer the only game in town, for example, noting that President Trump's tariff decisions ...