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Showing 831 - 840 of 3290 results for "Via"

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong via Fong Financial Planners acted dishonestly while he was an authorised representative of AMP. It says he completed and submitted ...

Treasurer announces FIRB, RBA appointments

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... founding chair of Women's Leadership Institute Australia and has been recognised for her leadership and service to the community via a range of honours including her 2019 appointment as an Officer of the Order of Australia, an Honorary Doctorate from ...

APRA questions trustees on financial resilience

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... on the use of the operational risk financial requirement (ORFR), reserving practices, and protections afforded to trustees via insurance, and how these might need to adapt over time. The discussion paper outlines key principles for fee setting and design ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... they did not use advisers at all. "This presents an opportunity for Australian investment advisers to help meet these needs via a holistic total wealth management experience. Articulating the value their advice can bring and adapting to provide HNWs ...

BetaShares introduces suite of ethical SMAs

RACHEL ALEMBAKIS  |  FRIDAY, 12 NOV 2021
... investment goals," Vynokur said. "These ethical SMAs will offer investors more choice to achieve these complementary goals via true-to-label investment solutions." Investors are currently able to access BetaShares' ethical SMAs on the Praemium platform ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... back-office capabilities and services to support new and existing portfolio administration products in addition to Flint Wealth via the Aloha platform. "We are pleased to help Trustees Executors realise their vision for its new wrap offering and to help ...

What super funds should know about Gen Z

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... short-term satisfaction and we're increasingly seeing this generation make investment decisions based on limited information via social media," NGS chief executive Laura Wright said. "Gen Z is entering the workforce in droves, and we're facing a critical ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial First State, which features Iress' tool on its platforms FirstChoice and FirstWrap. Iress ...

Bitcoin exposure added to platform

ANNABELLE DICKSON  |  WEDNESDAY, 10 NOV 2021
... (MBF) is available to wholesale investors through the Powerwrap product suite. MBF provides access to a pure bitcoin fund via an IDPS-like scheme, supported with complementary research and education. The Fund targets nearly 100% allocation to bitcoin ...

ASX moves to paperless CHESS statements

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... shareholders and for their brokers as sponsoring participants. All official customer opt-ins must come from brokers and not via ASX or your share registries," the ASX said. Companies listed on the ASX pay the exchange for its Issuer Administration Services. ...