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Showing 41 - 50 of 575 results for "Directed"

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... advice being given, by qualifying it as general advice but leaving customers with the impression that the advice was directed to their own personal circumstances. ASIC said Kalkine failed to do all things necessary to ensure that the financial services ...

Future Group positions super offerings for growth

JAMIE WILLIAMSON  |  FRIDAY, 11 APR 2025
... but will also be able to invest in a dedicated Gender Equity Australian Shares strategy. Since 2021, Verve Super has directed its investments to companies that perform well when it comes to gender equality, including across pay parity, women in leadership ...

Perpetual to build digital wholesale term deposit marketplace

JAMIE WILLIAMSON  |  TUESDAY, 8 APR 2025
... Corporate Trust business has been granted a market license in Australia enabling it develop a fully electronic, self-directed SaaS platform for debt instruments, which will initially focus on facilitating wholesale term deposits between authorised deposit-taking ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... million), and iShares ($76.7 million). A Betashares spokesperson told Financial Standard that investors, including self-directed investors, financial advisers, and institutions are using a range of its investment solutions - passive, smart beta, and ...

RBA and ASIC slam the ASX: 'Deeply disappointed'

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
... need to be addressed as a matter of priority to strengthen the resilience of the CHESS system." In addition, ASIC has directed ASX, under section 823BB(4) of the Corporations Act 2001, to engage an expert approved by ASIC to undertake a technical review ...

Treasury responds to CHESS replacement inquiry

ELIZA BAVIN  |  TUESDAY, 4 MAR 2025
... Australia (RBA) continue to monitor the current CHESS system. Likewise, of the recommendations Treasury noted, most were directed towards the corporate regulator and the RBA and their continued monitoring of the CHESS Replacement project. Treasury said ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across both advised and self-directed segments - rose 14.5% year-on-year in number. Advised SMSFs drove most of this new account growth rising 12.3% year-on-year ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed retail clients," North added. The transaction is expected to close in the second half of 2025. Currently, more than 160 wealth ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
New Calastone data has found managed funds inflows grew five-fold in 2024, reaching $13.8 billion, with nearly all directed to fixed income funds. Globally, fund flows also saw a substantial increase. Fixed income, equity and mixed asset funds attracted ...

Trump inaugurated as 47th President

ELIZA BAVIN  |  TUESDAY, 21 JAN 2025
... Journal exclusive from earlier in the day that described a Trump memo indicating no immediate tariffs. Rather, the memo directed federal agencies to study trade policies and evaluate the trade relationships with China, Canada and Mexico." RaboResearch ...