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Showing 71 - 80 of 1031 results for "Assistant"

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... Scheme of Last Resort (CSLR) and Delivering Better Financial Outcomes (DBFO) will be prioritised. Mulino was sworn in as assistant treasurer and minister for financial services on May 13, filling in the position previously held by Stephen Jones. Mulino's ...

Vision Super defends new but 'archaic' policy

ELIZA BAVIN  |  TUESDAY, 13 MAY 2025
... stir. Lifestyle Solutions Financial Planning's Daniel Boce told Financial Standard he was surprised when his personal assistant - who is located in the Philippines - was denied information relating to a third-party authority sent to the fund. Allegedly ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... enhancements on their respective systems to offer better efficiency for advisers. Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard to streamline management and action client ...

Daniel Mulino takes over financial services portfolio

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
Daniel Mulino is the new minister for financial services and assistant treasurer. Mulino was named in the position by Prime Minister Anthony Albanese yesterday. He brings a great deal of relevant experience to the portfolio. With an extensive background ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... stints at SuperRatings and Wilson Asset Management. Additionally, Melissa (Haomiao) Liu has started a position as an assistant portfolio manager in short-term investments at First Sentier Investors. Before her three years at First Sentier, Liu worked ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... of Last Resort (CSLR), because I think that is really important," she said. "We have already been engaging with the Assistant Treasurer on this issue. [The CSLR] is there for a good reason; to compensate losses incurred by clients of poor financial advice. ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Shadow Treasurer Angus Taylor and Shadow Assistant Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth ...

AMP staff surveillance slammed by FSU

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
... plan grant, and if they do not sign, will not be eligible for employee incentive programs, the union said. FSU national assistant secretary Nicole McPherson said the union was shocked when it saw AMP's proposed replacement contract and urged workers ...

Jones calls out super sector, hints at more reform

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025
Assistant Treasurer and Minister for Financial Services Stephen Jones told Financial Standard that the government's work on reforming the superannuation sector is not done. Speaking on the Financial Standard podcast, Jones praised the positive aspects ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... this tried and tested investment approach for decades to come," Leckie said. Meantime, AMP has unveiled the AI FileNote assistant, designed specifically for financial services review meetings after undergoing a "positive" pilot program last year. The ...