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| | | ... billion over the past four years. Brookfield said by drawing on its operating expertise, the business launched several new products, including a listed investment trust on the ASX, and continues to expand its product offering. "It has significantly invested ... |
| | | | ... guardrails to mitigate the risk of poor member outcomes and preserve the flexibility that is fundamental to platform products." Under the standard, the FSC expects enhanced due diligence prior to the onboarding of any option onto an investment menu. ... |
| | | | ... capabilities, combined with a clear focus on local investors, align well with our shared commitment to delivering innovative products and best-in-class client service." |
| | | | ... Wilson brought many years experience in marketing and communications, including roles at the Australasian Promotional Products Association and with the Liberal Party of Australia. "After four and a half wonderful years, the time felt right to move on. ... |
| | | | ... though, Radar Results noted, like the location of the clients, funds under management or administration, and the investment products recommended. There were no changes to valuations for risk clients or those charging SMSF administration fees. The highest ... |
| | | | ... such as the wholesale investor test, to distinguish between retail and sophisticated investors, access to private asset products is easily available to individual retail investors via vehicles such as evergreen funds and listed investment vehicles (LIVs). ... |
| | | | ... Statements of Advice that included misleading statements and recommended placing entire superannuation balances into high-risk products. It said this was particularly the case where the fact find had been done by an unlicensed third party, the SOA was ... |
| | | | ... insurance policies that limit cover for mental health. Currently, clause 2.1(b) of the code requires insurers to design new products that do not incorporate a blanket exclusion specific to mental health in the general terms and conditions of the standard ... |
| | | | ... who operated under a limited licence to provide advice on SMSF establishments and classes of product, but not specific products, under authorisation provided by the National Tax & Accountants' Association's (NTAA) Australian financial services ... |
| | | | ... mostly relating to AMP's superannuation offerings, including head of product - superannuation, director stronger super products and prudential standards, and most recently head of corporate pensions. AMP chief executive Blair Vernon told Financial ... |
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