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| | | ... were resolved within 46 days. More than $13 million was provided to investment and advice complainants. The top three products for investments and advice complaints were shares (52%), investor directed portfolio services (11%), and other managed investments ... |
| | | | ... inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients. The agreement will bring advisers new capabilities ... |
| | | | ... said. The investment menu will be designed with a 'best of breed approach and TelstraSuper's existing retirement products will be made available to Equip Super members. "It is a privilege to be named the inaugural chair, as Equip Super and TelstraSuper ... |
| | | | ... services team as head of advice delivery at ANZ Bank, and also worked as general manager of advice services and head of products and marketing at National Australia Bank. |
| | | | ... to do that." Abood went on to suggest how NCAs can be compliant within the rules of the law, such as limiting them to products a client already owns. "We could perhaps create a safe list of products and strategies that are harder to get wrong. Perhaps ... |
| | | | ... enable us to continue to provide a high standard of service and shares the cost of providing administration services and products across all accounts," Brighter Super said. Finally, the fund is also amending its trust deed to provide clearer guidance ... |
| | | | ... Regulatory Guide 183 Approval of financial services codes of conduct, and Regulatory Guide 234 Advertising financial products and services (including credit): Good practice guidance. "We welcome the feedback provided by stakeholders to assist in the ... |
| | | | ... 2020. In his new role, based in Sydney, Knowles will lead the global production team and spearhead development of its products, with a focus on creating repeatable, scalable and easily integrated solutions. Meanwhile, Rob Jessurun has joined the company ... |
| | | | ... potential for both organic and inorganic growth. "Their contributions will fuel CLI's efforts to expand our investment products, capabilities, and network to drive value creation for our partners. We look forward to deepening our presence in Australia ... |
| | | | ... alongside the CARF, the first comprehensive review of the CRS has resulted in amendments to bring new financial assets, products, and intermediaries within its scope, because they are potential alternatives to traditional financial products, while avoiding ... |
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