Search Results | Showing 31 - 40 of 804 results for "Scope" |
| | | The Administrative Review Tribunal (ART) has prohibited Stephen Rogers from being registered as a financial adviser for another three years. Melbourne-based Stephen Rogers, a representative of United Global Capital, had been prohibited from registering ... |
| | | | ... 560 products or 62% member benefits in APRA-regulated funds. Retirement products, for example, are outside the test's scope. Expanding the test for diversified externally directed products in the accumulation phase - the majority of which are on ... |
| | | | ... divisions of Bell Potter, Bell Direct and Desktop Broker. Last year, BFG selected Praemium's administration solution Scope+ to administer more than 2200 client portfolios. It said it will migrate all existing portfolios on Praemium platforms and ... |
| | | | ... mass affluent segment, but increasingly, we're moving up towards high-net-worth (HNW) segment." He said the expanded scope was based on the "real opportunity" to establish a concrete network in the HNW segment as Australians are becoming wealthier. ... |
| | | | ... notice where appropriate. Over time, as domestic and international operational resilience practices mature, APRA expects the scope of exemptions to narrow rather than expand," APRA said. "APRA will periodically review the operation of these exemptions ... |
| | | | ... affected. Generation Life has engaged cyber security experts to assist in its response. It is also investigating the nature and scope of the unauthorised activity and verifying what information may have been impacted. "If it is identified that any advisers ... |
| | | | ... time. Platform FUA took in net flows of $598 million to finish at $32.2 billion. Non-custodial portfolio administration via Scope+ saw FUA grew to $41.5 billion, up 28% year-over-year. Praemium chief executive Anthony Wamsteker said: "The March quarter ... |
| | | | ... three months ago." Practicum equity analyst and portfolio manager Terence Tsai supports the sentiment, stating that the scope of AI is "broadening". "The buildout is expanding, not peaking," Tsai said. "That development is bolstering spending by the ... |
| | | | ... into whether the licensee maintains adequate procedures and controls around adviser onboarding, training and competence, scope of advice, conflict and dispute management, and remediation. The FSC said platforms may wish to have a pathway whereby a licensee ... |
| | | | ... This projection is a "reference forecast" and assumes the Middle East conflict will have limited duration, intensity, and scope, such that the disruptions will fade by mid-2026. Under an adverse scenario with larger and more persistent increases in energy ... |
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