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Showing 41 - 50 of 1867 results for %22Product Review%22

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... entirely focused on successful execution, driving organic growth, leveraging its brand, client relationships, expanding its product set and geographic reach, and becoming a simpler and stronger business. "In this new financial year, we will drive continued ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... serve as a sound compass to help guide us through different scenarios as the world transitions. "They help identify new and review existing investment opportunities unique to each client's long-term goals - considering risk/reward and growth objectives," ...

On-platform TDPs miss performance test benchmarks, worst on fees: APRA

ANDREW MCKEAN  |  WEDNESDAY, 29 NOV 2023
APRA has released new insights into superannuation product performance, revealing that most on-platform trustee directed products (TDPs) underperform their benchmark and exhibit higher administration fees. The prudential regulator's analysis based on ...

Commonwealth Super Corp selects Challenger for retirement products

CHLOE WALKER  |  TUESDAY, 28 NOV 2023
... Challenger, Australia's largest provider of annuities," CSC chief executive Damian Hill said. "CSC has undertaken a detailed review of the options and providers available to help our customers address longevity in retirement, and Challenger is our selected ...

Paraplanners unfazed by QAR, AI: Survey

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... is to write SoAs. The survey, however, showed that their responsibilities extend beyond SoAs and has evolved more into product research, modelling, compliance and project work, software configuration, and client reviews. "A common belief is that even ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... superannuation, and to leverage future opportunities presented by the government's response to the Quality of Advice Review." WTL intends to fund the acquisition using cash on hand and will purchase M3 on a debt-free, cash-free basis, with the final ...

Pacific Current Group wraps up buyout talks

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2023
... directors' remuneration pool was also rejected. On the first strike, PAC chair Tony Robinson said: "We believe this is a product of the uncertainty around the strategic process as we have made no material change to remuneration arrangements or disclosure ...

ASIC strips institutional broker's AFSL

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... including professional indemnity insurance coverage. The institutional broker, formerly authorised to provide financial product advice and custodial services to both retail and wholesale clients, retains the right to seek a review of ASIC's decision ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... consultation until December 6. Treasury Laws Amendment (2024 Measures No. 1) Bill 2024 details 11 out of the 22 Quality of Advice Review (QAR) recommendations in which Treasury said will provide legal certainty around removing onerous red tape that adds ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... including the implementation of the improvements to the Industry Funding Model that were recommended by Treasury in its recent review," Abood said. Separately, the FAAA hired Louise Trevaskis to the newly created role of head of university and student ...