Search Results | Showing 81 - 90 of 2962 results for "Control" |
| | | ... effective retirement planning. "This is a major breakthrough in retirement planning. Retirement Manager is giving members the control and confidence to draw a greater income and enjoy their retirement to the fullest," Travis said. "When members can build ... |
| | | | ... meaningful impact - supporting complex workflows, improving consistency and enabling scale, while keeping people firmly in control." Chief product and technology officer Isabel Sanchez echoed DeDominicis' statement. "Our AI strategy is underpinned by ... |
| | | | ... her share. Last year, it began looking for suitors to potentially acquire the business. It assessed whether a change-of-control could deliver compelling and certain value for shareholders, but said no such offer has been received. "The board has determined ... |
| | | | Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ... |
| | | | ... including an SMSF auditor, accountant or legal professional, but "people are moving into the SMSF space because they want control, and they need to be able to understand what's going on to make informed decisions." She also stressed that an individual ... |
| | | | ... executive leader Leah Sciacca highlighted one major concern arising from Report 824, which was advisers using the notion of control to justify recommending an SMSF "without exploring what that notion of control meant to the client." In one case, an adviser ... |
| | | | AMP's statutory net profit took a hit as a result of the settlement of legacy class actions and its continuing business simplification process, coming in at $133 million, down from $150 million in FY24. However, underlying net profit after tax (NPAT) ... |
| | | | Effective February 5, ASIC banned former MWL Financial Services (MWL) adviser Neil McPherson for giving advice to certain clients that was not in their best interests. An investigation found that during his tenure with MWL, McPherson recommended some ... |
| | | | FIIG Securities will pay $2.5 million over cybersecurity failures that went on for years and saw the private data of clients compromised and, in some cases, leaked. ASIC brought its case against FIIG Securities in March 2025 after it found the firm ... |
| | | | David Valvo, the former financial adviser, amateur comedian and celebrity impersonator who was convicted on fraud charges last year, has been permanently banned by ASIC. Valvo was convicted last year of engaging in dishonest conduct after he stole $110,000 ... |
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