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Showing 31 - 40 of 804 results for "Scope"

Adviser ban stretched to 2028 in ASIC deterrence win

RIDDHIMA TALWANI  |  WEDNESDAY, 13 MAY 2026
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 ...

Performance test reforms to curb benchmark hugging: Treasury

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... 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 ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
... 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 ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... 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. ...

APRA finalises CPS 230 amendments

ELIZA BAVIN  |  THURSDAY, 30 APR 2026
... 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 ...

Generation Life reports cyber attack

KARREN VERGARA  |  TUESDAY, 28 APR 2026
... 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 ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... 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 ...

More M&A amid AI buildouts, heightened costs: Fidelity International

MATTHEW WAI  |  FRIDAY, 17 APR 2026
... 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 ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... 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 ...

Global economy 'drifting' to adverse scenario: IMF

RIDDHIMA TALWANI  |  WEDNESDAY, 15 APR 2026
... 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 ...