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Showing 981 - 990 of 6578 results for "Review"

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... In the past, it has joined forces with the likes of Asendium, Diverger and Sequoia. The integration is set to classify, review, and analyse advice more rapidly, Fourth Line chair David Travers said. "It will also help identify exceptions, including technical ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... the report said. "He concluded the optimal approach, by a large margin, was a dynamic approach, where retirees regularly review changes to their portfolio and the macro environment and then adjust their discretionary spending - their want spending, accordingly." ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... years. The ban was put in place last September, however Vick applied to the Administrative Appeals Tribunal (AAT) to seek a review of ASIC's decision, as well as stay and confidentiality orders. The AAT refused his applications for stay and confidentiality ...

Senate Committee rethinks franking credit changes

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
The Senate Economics Legislation Committee has urged the government to review laws that would impact franked dividends funded by capital raisings. In February, the government tabled the Treasury Laws Amendment (2023 Measures No.1) Bill 2023 which among ...

ASX lays out five-year plan to restore trust

KARREN VERGARA  |  TUESDAY, 6 JUN 2023
... respond to ASIC's first special report by the end of June. In July, it will publish results from conflict management review and governance statement. In the last quarter of 2023, it will announce the new solution design for the CHESS replacement. ...

ASIC issues first-of-its-kind stop order

CASSANDRA BALDINI  |  MONDAY, 5 JUN 2023
... obligations. When applying for a trading account, ASIC said Mitrade's questionnaire gave a prospective retail investor prompts to review any "unacceptable answer" that would indicate that the investor was not likely to be in the target market for the ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
Macquarie Asset Management won multiple awards at last night's Financial Standard Investment Leadership Awards, including the highly coveted Investment Manager of the Year Award. Attended by 350 people at Sydney's Crown, Financial Standard honoured ...

Wage increases to offset more rate hikes: Experts

CASSANDRA BALDINI  |  FRIDAY, 2 JUN 2023
... Adam Hatcher said the current combination of economic circumstances presented a particular challenge for this year's review. "In our consideration, we have placed significant weight on the impact of the current rate of inflation, on the modern award ...

Family offices look to infrastructure for alpha

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... current economic environment, the need to be more agile and opportunistic in search for alpha is driving family offices to review portfolios or positions more frequently (76%) and to increasingly seek more input from external partners (64%) and peer ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ...