Search Results | Showing 491 - 500 of 3933 results for "USI" |
| | | A former financial adviser is facing several charges of dishonest conduct and dealing in proceeds of crime after he convinced clients to open SMSFs to invest in businesses he owned, all while operating unlicensed. Ashley Vincent Arandez fronted the ... |
| | | | Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to ... |
| | | | Michael David Steele has been charged with seven counts of fraud after he misled 14 investors into using their superannuation and other savings to invest a property development. Following an investigation, ASIC is alleging that between May 2016 and ... |
| | | | JPMorgan has filed a trademark for an AI-powered investment advisory tool, IndexGPT. It's envisioned IndexGPT will harness the power of "cloud computing software using artificial intelligence" to analyse and select securities that are tailored to ... |
| | | | Spirit Super has corrected a non-compliance issue, amending its process for monitoring the use of reserves to cover expenses that exceed the fees and costs charged to members. Last month, the industry fund acknowledged that it had inadvertently omitted ... |
| | | | A new superannuation and investment analytics firm has officially launched, with a few familiar faces at its helm. In the works for some time, Jefferson & Shea Analytics brings together David Braga, Raewyn Williams and Peter Murphy, and offers a fee ... |
| | | | Sydney-based Income Asset Management Group (IAM) has acquired River Capital Liquid Credit Fund and credit mandate for $72 million. It also divested its 25% stake in Fortlake Asset Management. The River Capital Liquid Credit Fund is a high conviction ... |
| | | | Sony is set to partially spin-off its financial services arm, a diversified unit operating in life insurance, banking and venture capital. Sony Financial Group Inc (SFGI), which operates in life and non-life insurance, banking, nursing care and venture ... |
| | | | Australia's top three asset consultants dominate the not-for-profit superannuation sector, serving 84% of the market. According to Rainmaker Information, JANA, Frontier and Willis Towers Watson (WTW) now control 84% of the advised NFP superannuation ... |
| | | | There are concerns that the proposed experience pathway legislation could create two tiers of financial advisers and confuse consumers about who is and isn't qualified to provide advice. As Treasury mulls over finalising education standards for ... |
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