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Showing 631 - 640 of 4058 results for "Engage"

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Advice Specialisation - Superannuation, meets Regulatory Guide 146 general advice requirements and teaches students how to engage clients effectively and confidently to deliver it. The two courses are now open for enrolment. IFS executive manager of ...

Global X launches currency hedged version of FANG+ ETF

ANDREW MCKEAN  |  FRIDAY, 5 JUL 2024
... artificial intelligence having only just scratched the surface, Global X is committed to offering investors solutions that engage with these "transformative" and "long-term structural trends." Global X also flagged that it plans to launch a currency ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
The permanent banning of financial adviser Todd Karamian, who faked his exam result, has been slashed to seven years upon appeal. ASIC banned Todd Karamian in March 2023 after the Bluepoint Consulting chief executive and co-founder altered his Financial ...

Iress hack investigation finds 20 OneVue files breached

JAMIE WILLIAMSON  |  TUESDAY, 2 JUL 2024
An internal investigation into the recent breach of Iress' GitHub user space found no evidence any of its client data was compromised, however 20 OneVue employees and clients weren't so lucky. On May 11, Iress' private user space on third-party ...

Retirement Income Covenant still weak: APRA, ASIC

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
Superannuation funds continue to grapple with their retirement income strategy obligations, citing financial advice regulation uncertainty, costs, and the lack of member engagement as major barriers. This is according to joint oversight by ASIC and ...

Key advice executive leaves Aware Super

JAMIE WILLIAMSON  |  MONDAY, 1 JUL 2024
Aware Super has farewelled its group executive of advice. Sarah Forman has left the super fund after serving five years in the role. Her departure follows the appointment of Aware Super's new chief operating officer earlier this year and subsequent ...

AIA Australia releases new member insurance portal

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
AIA Australia has launched a new member insurance portal that enables group insurance customers to track their claims throughout the lifecycle. The portal promises real-time updates on claim statuses. It also offers features such as instant document ...

Citi Australia appoints debt capital markets lead

KARREN VERGARA  |  MONDAY, 24 JUN 2024
Citi Australia has appointed a long-serving executive as head of debt capital markets for Australia and New Zealand. David Bailey, who is currently the head of cross border capital markets and is based in New York, will return to Australia to take up ...

Aussies' financial literacy declines, young people fare the worst

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... that students have access to quality, evidence-based financial education in all schools across Australia and continuing to engage in international initiatives addressing financial capability. "National strategies are complex, long-term public policy ...

Ascot Securities hit with infringement notice for 'serious failures'

ANDREW MCKEAN  |  THURSDAY, 20 JUN 2024
... 22 January 2024, Ascot informed ASIC of its decision to wind up. The enforceable undertaking would've required Ascot to engage an expert to review and enhance its supervisory policies, procedures, and resources.