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Showing 41 - 50 of 680 results for "Page"

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... we help professional service firms do more than just plan-we help them crystallise their vision, get everyone on the same page and rowing in the same direction," Ridley said. "With decades of real industry experience, our focus is on partnering with ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... the innovation that has come about in the last 10 months has been phenomenal," he said. Copilot, for example, can turn a 25-page Statement of Advice (SoA) into a PowerPoint presentation that can be used with the client within minutes. "But the most important ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
Liberal MP Bert van Manen is calling for the Record of Advice (RoA) to replace the Statement of Advice (SoA) and has introduced the proposed changes in a bill to parliament. Federal member for Forde, Bert van Manen, yesterday introduced the Corporations ...

Australian Retirement Trust works to resolve ongoing outages

JAMIE WILLIAMSON  |  MONDAY, 4 NOV 2024
Australian Retirement Trust (ART) suffered an outage that saw many members' fortnightly pension payments delayed by several days. The nation's second-largest superannuation fund has been experiencing "intermittent technology outages" that have ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... their hard work." Financial Standard was one of 12 lucky winners on the night. In the wealth management category, Jarrad Page of Right Advice Wealth Management was named Investment Adviser of the Year and Right Advice was named Boutique Advice Firm of ...

Vale Greg Bright

JAMIE WILLIAMSON  |  TUESDAY, 27 AUG 2024
... even beating us to announcing the winners. To Financial Standard founder and Rainmaker Information managing director Chris Page, he wasn't a competitor but a colleague and collaborator. "We worked alongside each other to varying degrees for more ...

Rahmani takes up post at Magellan

KARREN VERGARA  |  MONDAY, 13 MAY 2024
... functions. Rahmani also takes a seat at the board as of today, which comprises Robert Fraser, Andrew Formica, David Dixon, Deborah Page, John Eales, Hamish McLennan, and Cathy Kovacs. "Sophia will be instrumental in restoring growth and rebuilding the ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... also has experience at KPMG and Aon Consulting. In welcoming Ramrakha, Rainmaker Information managing director Christopher Page said: "I first got to know Aman as a delegate on our Best of Breed Global Research and Investment Program (BOB) back in 2008." ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... its website for those who prepare and use sustainability reports. These resources will be housed under a single dedicated page on ASIC's website dedicated to climate-related disclosures. Longo urged entities to start preparing for the new disclosure ...

Corporate super fund to be terminated

JAMIE WILLIAMSON  |  MONDAY, 8 APR 2024
... recorded in 2021/22 when it added 11 members, likely on the back of the previous year's 23.2% return. According to its LinkedIn page, Manildra Group employs more than 1200 people across Australia. The fund intends to fully liquidate its investments by ...