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| | | ... Financial Group has about $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3. |
| | | | ... immediately and an investigation was commenced, alongside comprehensive cybersecurity protocols and enhanced network monitoring. Today, APRA said the incident "involved a significant amount of data being lost." APRA said the decision to implement the ... |
| | | | ... RBA governor Michele Bullock said. "She will bring a unique and diverse perspective to the Bank and the leadership team." Today, Bullock and the RBA board agreed to a new Statement on the Conduct of Monetary Policy released by treasurer Jim Chalmers. ... |
| | | | ... make that a reality." With the the government's next phase of its Delivering Better Financial Outcomes package released today, CALI called for expanding the type of advice life insurers can provide their customers to help deliver the protection and certainty ... |
| | | | IFM Investors appointed a global head of product strategy and innovation, effective December 4. Today, the $215 billion global investment manager announced that Rekha Misra stepped into the role. Misra brings over two decades experience in the asset ... |
| | | | ... the Quality of Advice Review (QAR), saying the latest proposals could "wind the clock back five years" on the industry. Today, the government released its final response to the QAR, which included allowing superannuation funds to provide personal financial ... |
| | | | ... sustainability, saying "as we project forward, Qantas Super looks like it will be less sustainable in the future than it is today and has been in the past." "For example, the following factors have been important considerations; larger super funds deal ... |
| | | | ... to deliver better retirement income products and services, and making lifetime income products more accessible. Released today, discussion paper Retirement phase of superannuation states that trustees must do more to understand their members' retirement ... |
| | | | ... flagged. The ASX-listed wealth firm announced that its board "determined to bring forward the succession by one month to today's date [December 1], marking the conclusion of a smooth leadership transition." Ben Keeble takes over the post of chief executive ... |
| | | | ... adviser to their children in the future. "We know intergenerational wealth transfer is the largest opportunity facing advisers today, but knowing that the beneficiary are quite different in their expectations, we felt that responsible investment was ... |
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