Search Results | Showing 61 - 70 of 475 results for "Discover" |
| | | ... that targets advised clients with smaller amounts of investible assets and later stage retirees. Available in November, Discover joins HUB24's current stable of Choice and Core investment menus, providing advisers with a selection of managed portfolios. ... |
| | | | ... licensees and their staff the confidence and ability to fully investigate the issue, triangulate the data available, discover the true root cause and scope of the problem, and respond effectively," Chester said. |
| | | | In response to the scarcity of risk advisers in the country, Risk Hub and LGF Financial Services (Loyalty) are collaborating on a pilot project aimed at addressing the issue. The pilot project, due to be rolled out in the coming months, will invite ... |
| | | | The Financial Services and Credit Panel reprimanded a financial adviser who inadequately assessed the consequences of rolling over superannuation and life insurance cover, labelled the panel's least serious disciplinary action yet. Keeping the adviser's ... |
| | | | Adding to its growing suite of services, FinClear acquired Transact1, a cash investment solution used by both wholesale and institutional investors. FinClear said it is capitalising on growing demand for cash investment products, saying Transact1 positions ... |
| | | | A parliamentary inquiry into Australia's audit sector has been launched following PwC's tax leak scandal. Undertaken by the Joint Standing Committee on Corporations and Financial Services, Senator Deborah O'Neill advised the inquiry will ... |
| | | | The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ... |
| | | | ASIC has banned former Gleneagle fund manager, Gregory Tolpigin, from providing financial services for naked short selling. Tolpigin is also banned from controlling a financial services business or performing any function involved in carrying on a financial ... |
| | | | Super Consumers Australia (SCA) is urging all superannuation funds to review their account handling processes in the wake of AustralianSuper refunding $70 million to approximately 100,000 members who held multiple accounts with the fund. Last week ... |
| | | | The founder of JPMorgan's ill-fated student financial aid solution has been formally charged with fraud by the US regulator over the company's sale, while a criminal investigation is also underway. In September 2021, JPMorgan Chase paid US$175 million ... |
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