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Showing 51 - 60 of 952 results for "Notes"

Wealth managers' recovery looks promising: Research

KARREN VERGARA | FRIDAY, 2 MAY 2025

... outflows in the near term." As competition in the platform's superannuation and wrap space heats up, Morgan Stanley notes that Insignia's market share is falling. "Wealth market is undergoing significant change with declining adviser numbers ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA | TUESDAY, 15 APR 2025

Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

ASIC asks for input on reportable situations, IDR dashboards

JAMIE WILLIAMSON | THURSDAY, 10 APR 2025

... data would be published annually, while the IDR data will come out biannually. It will all be accompanied by explanatory notes and contextual statements to assist in consumers' interpretation of the data. In December, ASIC published the inaugural IDR ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI | THURSDAY, 20 MAR 2025

... solutions," Pidd said. "The main benefit was the time it saved during post-meeting processes and producing compliant file notes. The feature saved me around 70% of the time I'd usually spend on meeting notes." AMP group executive, platforms Edwina Maloney ...

Bain, CC Capital up Insignia bids

ELIZA BAVIN | FRIDAY, 7 MAR 2025

... proposal," the board said. The $5 per share offer proposed by both bidders also considers the value of the subordinated loan notes and related additional return amount payable in May 2026, as was flagged by Insignia on March 4. The total amount repayable ...

Insignia Financial takes $53.5m profit hit

ELIZA BAVIN | TUESDAY, 4 MAR 2025

... hit after electing not to exercise an early repayment request from NAB. Insignia issued $200 million of subordinated loan notes (SLNs) to NAB in May 2021 as part of the funding package to finance the acquisition of MLC Wealth from NAB. The SLNs include ...

Treasury drafts superannuation retirement income principles

ANDREW MCKEAN | MONDAY, 24 FEB 2025

... the superannuation industry toward a "clear understanding" of best practice. The draft proposal from Treasury, however, notes that the principles aren't exhaustive, allowing trustees to go further in developing retirement income solutions that provide ...

Convicted adviser fails to appeal prison sentence

MATTHEW WAI | THURSDAY, 20 FEB 2025

... Pharmacology, and Grimm was the sole director for all businesses. Additionally, he dishonestly transferred shares and convertible notes owned by his client's SMSF into a company without adequately advising his client that he was the sole director, and ...

Keybridge Capital enters voluntary administration

ELIZA BAVIN | MONDAY, 10 FEB 2025

... repay a material portion of the loan, causing a consequential knock on effect to its business," Keybridge said. "Keybridge notes the significant impact on its business flowing from WAM Active's persistent attempts to prevent it from raising capital. ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA | MONDAY, 20 JAN 2025

... superannuation funds to reassess their relationships with administrators, the Finura's 2025 Wealth Tech Predictions report notes. This year, industry funds will likely "stop merely dabbling in technology" and make decisive moves toward insourcing ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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