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Showing 711 - 720 of 2461 results for "Mater"

First YFYS performance test results weeks away

KANIKA SOOD  |  MONDAY, 2 AUG 2021
Superannuation funds can expect their results in the first performance test by August 31 under the new Your Future, Your Super reforms, according to an APRA letter sent Friday. The first round covers MySuper products alone. Trustee-directed products ...

Tidswell agrees it contravened Corps Act

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
Tidswell has surrendered its RSE licence to APRA, as it agrees to ASIC's allegations it contravened the Corporations Act in its work for startup super fund MobiSuper. In N ovember 2019, ASIC filed a case against MobiSuper, Andrew Richard Grover ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
A boutique investment manager has hired a new head of ESG from BT. Emma Pringle has been appointed the head of ESG at Maple-Brown Abbott (MBA). Pringle had a 14-year long career at BT, most recently as head of customer governance and sustainability. ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Financial advisers will need to fork out an extra 27% to pay the regulator's industry funding levy for the 2021 financial year. Advisers will pay $71.354 million in aggregate or $3138 on a per adviser basis plus a fixed amount of $1500 per licence ...

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...

Institutional Shareholder Services to acquire Rainmaker Information

MICHELLE BALTAZAR  |  THURSDAY, 22 JUL 2021
Rainmaker Information (Rainmaker), publisher of Financial Standard, this month signed a definitive agreement to be acquired by Institutional Shareholder Services (ISS), a leading provider of corporate governance and responsible investment solutions ...

Get your ducks in a row before you think of an IPO

KANIKA SOOD  |  THURSDAY, 22 JUL 2021
For small financial firms looking to list on the ASX, ongoing regulatory action may be a deal breaker to going public, according to HLB Mann Judd partner Marcus Ohm. Ohm says an undertaking with APRA or ASIC can preclude a wealth, funds management or ...

Bank rebound buoys Aussie equities funds

ELIZABETH MCARTHUR  |  MONDAY, 19 JUL 2021
The Australian banking sector has rebounded from being among the worst performers of the 2020 financial year to among the best for 2021. That's according to Mercer's Australian Shares Investment Manager Performance Survey. The survey also demonstrated ...

Top economist Don Stammer to fund UNE scholarship

MICHELLE BALTAZAR  |  FRIDAY, 16 JUL 2021
... trying to beat the odds. He pays it forward this year with a university scholarship program, held in perpetuity, for his alma mater. There are two types of economists: those who could say they've worked with Reserve Bank governors and those who could ...