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| | | ... investigated delays impacting a number of consumers in processing refunds for cancelled share recommendation subscription services, particularly those cancelled within the cooling-off period," it said. In one case study of an unnamed financial firm ... |
| | | | ... propositions that make life insurance more accessible. "We're focused on delivering contemporary propositions and services that meet the individual life insurance needs of millions of Australians, including those who need access to simpler, more ... |
| | | | ... Management chief executive Mark Smith said the new hires would support the firm's multi-disciplinary wealth management services for high-net-worth clients. "The depth and breadth of their experience and skillset, coupled with our strong and dedicated ... |
| | | | ... "We believe that being locally owned and fully locally managed means we're better able to tailor our products and services to Australian advisers." |
| | | | Defunct advice firm Equiti Financial Services, since renamed DOD Bookkeeping, which has been placed into liquidation, has been slammed with an $11.03 million penalty for providing "cookie cutter" advice and breaching conflicted remuneration laws. Equiti ... |
| | | | Private capital, active ETFs and tokenisation are set to take the financial services sector by storm over the next three to five years, Deloitte predicts. Deloitte's 2025 Financial Services Industry Predictions report lays out six major forces that ... |
| | | | ... it will work to fight against financial abuse. This comes after Labor senator Katy Gallagher and minister for social services Amanda Rishworth promised to introduce new measures to target perpetrators of financial abuse last week. The Super Members Council ... |
| | | | ... With more than 30 years experience, Layton earlier worked as a senior ASIC regulator, a PwC partner for risk advisory services and a chief risk and compliance officer at Superpartners, BT and Westpac. |
| | | | ... been appointed director, Asia Pacific at the FCA. She is tasked with building out an office that will support financial services firms in navigating regulation to enter the UK market or raise capital and support UK firms looking to expanding into Australia ... |
| | | | ... a larger fund. In making the decision, Equity Trustees considered "investment performance, cost efficiencies, member services, and the strategic direction of the Zurich Fund." It said that after doing so, it was satisfied that transferring members to ... |
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