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| | | Netwealth has appointed data intelligence expert and technologist Silvio Giorgio as general manager of data and artificial intelligence (AI). An immediate focus for Giorgio will be to aggregate multiple sources of data for advisers, helping organise ... |
| | | | ... (AI)-driven product strategy that will help financial advisers slash work processes by nearly 40%. Iress customer distribution general manager Kerry Ong said the firm looks forward to support Capital Haus's technology foundation needed to scale effectively. ... |
| | | | ... the firm said. The appointment follows the appointment of former Acclaim Wealth chief executive to the role of executive general manager, platforms last month, as well as a new head of professional standards in March. Smith brings nearly four decades ... |
| | | | ... across Australian equity categories," S&P DJI's APAC head of index investment strategy Sue Lee said. Australian equity general funds were among the weakest performers, with 78% failing to beat the S&P/ASX 200, which gained 2.4% during the period. The ... |
| | | | ... and putting at risk 2079 Australians," she said. "I'm very concerned about that." Plant confirmed that Diversa has a general provision in its remuneration policy for clawbacks of bonuses as well as deferrals but decided against using them given Peterson ... |
| | | | ... onboarding and monitoring First Guardian differed from Netwealth's and Macquarie's processes. Rachel Griffith, the general manager of investment oversight, explained Diversa undertook its standard due diligence process in 2020, including consideration ... |
| | | | Treasury has released draft legislation on the minimum tax it is set to impose on discretionary trusts from 1 July 2028. A 30% minimum tax on certain discretionary trusts will apply and be payable by the trustee. Treasury is seeking feedback on several ... |
| | | | ... concerns and failures to provide company books and records to liquidators. Retail investor issues included credit issues, general licence obligations, unregistered managed investment schemes, unlicensed provision of financial services conduct, and other ... |
| | | | ... of interest" were not disclosed in the lead up to the shareholder vote. The day before, results from the extraordinary general meeting (EGM) showed 65% of unitholders approved the off-market equal access buy-back of up to 100% of PIA shares from eligible ... |
| | | | ... membership. O'Brien is currently the head of regulatory policy at Rest, where she also held other senior positions including general manager of regulatory and technical services, and head of regulatory affairs across more than seven years at the fund. ... |
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