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Showing 611 - 620 of 6175 results for "Statement"

ASIC investigates CHESS replacement blunder

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2023
... March 2022. "ASX takes its obligations very seriously and will cooperate fully with ASIC," the exchange said in a short statement this morning. The ASX flagged the replacement project in February 2015 and canned it seven years later. The new system should ...

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... BT Funds Management, considered the potential risks and best financial interests of all fund members, it said. In a statement, BT chief strategy and product officer Kathy Vincent said: "With our corporate and personal superannuation business merging ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement of Advice (SoA) to their specifications ...

Retirement officer roles critical in super funds

CHLOE WALKER  |  THURSDAY, 23 MAR 2023
With a wave of new members coming into retirement, it's more important than ever for super funds to create dedicated C-suite roles, a panel of executives at the Conference of Major Super Funds urged yesterday. As Aware Super's head of retirement ...

Still work to be done on group insurance: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
Superannuation funds need to improve the life insurance they provide members, with ASIC finding trustees have not made sufficient effort to do so since it began targeted work in the area in 2019. Last year, ASIC reviewed the actions of 15 trustees in ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... solution. This will enable advisers to deliver advice seamlessly from online fact finding through to modelling and the Statement of Advice (SoA), Whelan said. DASH is specifically targeting all the key friction points in the financial planning workflow. ...

Spotlight shines brighter on climate reporting: Expert

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
Asset owners must be mindful of increasing regulatory and legislative pressures that will soon sharpen their ability to provide quality and accurate climate disclosure reports, according to an expert. FS Sustainability managing editor Rachel Alembakis ...

Credit Suisse, oil prices see ASX fall: CommSec

CASSANDRA BALDINI  |  THURSDAY, 16 MAR 2023
... price was down over 20%, and some of the larger commercial banks like Citi Group dropped by 5%," he said. In a joint statement, the Swiss National Bank (SNB) and the Swiss Financial Market Supervisory Authority (FINMA) confirmed they could provide liquidity ...

ASIC bans Queensland adviser

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
... ASIC said. Further, Allen didn't appropriately scope super advice to include insurance, ASIC added. Allen's Statement of Advice documents provided to clients also contained product comparison tables that were false or misleading. He understated ...

abrdn loses global chief economist

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2023
... appointed in March 2013. In 2018, he took on the additional responsibility of leading the group's research institute. In a statement to Financial Standard, abrdn said Lawson's decision was due to personal circumstances. Prior to joining abrdn, Lawson ...