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Showing 731 - 740 of 6175 results for "Statement"

Padua appoints general manager, sales

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... Services. He will work alongside its head of sales and distribution Brett Canning and head of advice sales Joey McCann. A statement explained Lagudi will be responsible for propelling the sales effort at Padua, as well as developing strategic opportunities ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... experience in understanding how a platform operates and how it interacts with and supports the advice community," he said. A statement advised the platform ratings' methodology focuses on five main criteria: adviser services, investments, fees, member ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
The industry has welcomed Michelle Levy's draft reform proposals, saying the consultation paper released today provides "a sensible roadmap" and a way forward. The Quality of Advice Review consultation paper was released this afternoon, outlining ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... provide a written Record of Advice to a client on request, replacing the current requirement for advisers to provide a Statement of Advice or Record of Advice. Advisers can either continue to give their clients a copy of their Financial Services Guide ...

Ampol to sell 49% of Z Energy Properties to Charter Hall

CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... Energy, for NZ$132 million. Z Energy will keep a 51% stake and the transaction is expected to complete in October. A statement said Z Energy entered into an agreement for the sale of 51 freehold properties in New Zealand to an unlisted property vehicle. ...

ASIC tells super trustees to improve TMDs

ANDREW MCKEAN  |  MONDAY, 29 AUG 2022
... in years. These elements should be consistent with other documents about the product, such as the product disclosure statement." While some trustees were found to have adopted consumer-centric review triggers that were specific and comparable over a ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
MobiSuper and its licensee will pay a $250,000 penalty for breaching superannuation advice laws while promoting the MobiSuper fund. MobiSuper and ZIB Financial will pay the combined penalty after the Federal Court found MobiSuper representatives had ...

Online investor numbers taper out: Report

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... optimistically, most dormant investors surveyed expressed a strong interest in re-engaging in the not-so-distant future. A statement from Investment Trends said: "The ability for online platforms to provide relevant educational support to shore up confidence ...

ASIC highlights strategic priorities

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
ASIC has released its corporate plan, outlining strategic priorities and its course of action for the next four years, with a particular focus on the retirement sector. The regulator highlighted four strategic priorities. One of its primary focuses ...

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... Financial's Australian Executor Trustees (AET) for $135 million. Following last week's market speculation, a statement said the acquisition will deliver significant growth for EQT, adding $5.4 billion in funds under management and boosting overall ...