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Showing 641 - 650 of 5326 results for "Third"

Australian Unity, Cromwell to merge funds

CHLOE WALKER  |  FRIDAY, 7 JUL 2023
... exit from non-core assets and recycling of capital to grow its funds under management, adding approximately $425 million in third-party gross assets to its Australian platform. "This transaction continues our journey to a capital-light funds management ...

Institutions must raise the bar on cybersecurity resilience: APRA

CASSANDRA BALDINI  |  THURSDAY, 6 JUL 2023
... these measures it's hard to protect data from unauthorised access or disclosure. It further flagged limited assessment of third-party information security capabilities and said it's a concern as more entities are relying on service providers to manage ...

AUSTRAC drops action after Bell FG audit

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... law compliance. Last February, AUSTRAC ordered an external auditor assess Bell Potter Securities, Bell Potter Capital and Third Party Platform regarding the entities' compliance with anti-money laundering laws. At the time, the auditor was instructed ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... management, application and transaction facilitation, mail house support, and generation of a range of reports. It also includes third-party data feeds, importing clients' data held with banks and other financial institutions, residential property information ...

Asset managers ride the storm: Research

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... challenge. "While extreme volatility will hopefully diminish, the reality is that regulation and shifting client demand (the third-most-mentioned challenge) will lead to more lasting structural changes that could affect the ability to grow," the report ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... Mr. M's conduct in question, unfortunately, looks to be more common, he pointed out. Cold calling typically employs a third-party marketing agency to secure leads for superannuation funds, followed up with "highly templated and scoped advice provided ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... Trustees (AIST) has previously called on the government to extend anti-hawking laws to combat financial advice firms using third parties to solicit business through cold calling. Unsolicited calls to consumers about superannuation advice should be banned ...

Government cracks the whip on multinationals

ANDREW MCKEAN  |  MONDAY, 26 JUN 2023
... asset-based rules with earnings-based interest limitation rules for general class investors, along with the introduction of a new third-party debt test. Previously, the safe harbour test allowed entities to deduct all interest expenses provided their ...

ALRC to simplify, restructure advice laws

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
The Australian Law Reform Commission's (ALRC) third and final interim report is proposing to restructure and simplify financial advice regulation after finding the industry is regulated very differently to other financial services sectors. Interim ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... target more intra-fund advice," he said. "But often funds [already] have relationships with financial advisers, or other third parties that can supply those services." Developing a sustainable and affordable intra-fund advice offering might not be tough ...