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Showing 761 - 770 of 1622 results for "Review of"

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's AdviceOS solution to advisers and paraplanners. ...

CBA sells interests in Chinese insurer

JAMIE WILLIAMSON  |  WEDNESDAY, 23 MAY 2018
... proposed sale of the group's life insurance businesses in Australia and New Zealand to AIA Group, and the strategic review of the group's life insurance business in Indonesia." BoComm Life is intending to undertake a capital increase ahead of finalising ...

Kelly+Partners to build Melbourne presence

ALEX BURKE  |  WEDNESDAY, 16 MAY 2018
... Brett Kelly said. "Currently more than 7% of the group's revenue now comes from outside NSW. "After significant review of the Melbourne market and meeting with numerous accounting firms over the past four years, it became obvious that the most effective ...

NSW Treasury appoints productivity commissioner

DARREN SNYDER  |  MONDAY, 14 MAY 2018
... state to move to. Perrottet said the new productivity commissioner will also implement the Government's response to the review of regulation undertaken by former NSW Premier Nick Greiner. "The Treasurer has set down a challenging agenda for the Commission ...

Fees for no service an old issue: AMP

DARREN SNYDER  |  FRIDAY, 4 MAY 2018
... The board commissioned the report on 5 June 2017. It entailed interviews with 27 current and former employees, and a review of documents, AMP said. "The report is an uncompromisingly direct 87-page review of the conduct of the advice business in relation ...

Unlicensed SMSF advice not systemic: ASIC

HARRISON WORLEY  |  FRIDAY, 4 MAY 2018
ASIC has completed its review of unlicensed SMSF advice from accountants. The regulator found that there were no systemic concerns around the provision of unlicensed SMSF advice, but did note that the accountants reviewed had significant levels of inaccurate ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... Wealth Management acquisition have been favourably resolved." IOOF added the ACCC does not intend to conduct a public review of the acquisitions, and the extension of concessional tax treatment for transferring members has been approved and legislated ...

Retirement income expert joins SMSFA

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... and acquisition law. In July 2004 he joined ASIC serving as deputy chair for the next five years. He chaired a major review of Australia's superannuation system (Cooper Review) in 2009 and a year later became the chair of retirement income at Challenger. ...

Nick Bolton back on ASIC radar

ALEX BURKE  |  MONDAY, 30 APR 2018
... could be allowed to ignore such an order without regard being had to his behaviour. The Corporations Act provides for review of ASIC's decisions under s 206F, among others, and that is the proper course for Sebastian to have taken. "In my hypothetical ...

IOOF updates market on ANZ wealth sale

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... Wealth Management acquisition have been favourably resolved." It added the ACCC does not intend to conduct a public review of the acquisitions, and the extension of concessional tax treatment for transferring members has been approved and legislated ...