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| | ... and will distribute its products to the Australian retail market. The firm discussed the Partners Series at its annual general meeting in November, saying it would also include developing new products with partnered investment managers. "[We] would help ... |
| | | Of the 289 candidates who attempted the latest exam sitting, close to 80% passed. The most recent sitting of the Financial Advisers Exam took place on November 6, with 225 out of 289 candidates passing. It represents a pass rate of 77% and is a significant ... |
| | | AustralianSuper's head of member products, guidance and advice has been promoted to general manager of retirement. This a larger role for Shane Hancock who has been responsible for all superannuation, insurance, and retirement products since 2022. ... |
| | | ... superannuation splitting orders, including the simplification of forms required to be submitted to super funds. The Attorney General should also develop an "administrative mechanism to enable swift identification of financial information, including superannuation ... |
| | | HESTA has named a general manager of retirement as 14% of its members get ready to retire in the next five years. Shannon O'Shea has been appointed to the role. She was previously general manager, new business and growth enablement, a position she ... |
| | | Licensees are generally slow to report to ASIC because of deficient internal processes and poor monitoring of compliance with the reportable situations regime, a review found. Recent surveillance by ASIC found financial services and credit licensees ... |
| | | ... more sustained improvement in consumer and business confidence." Public investment rose 6.3% in the September quarter. General government investment rose 6% driven by defence equipment imports and investment in hospitals and roads. State and local public ... |
| | | ... second most common issue. The top three issues for investments and advice complaints were service-related issues (45%), general service delay (14%), and technical problems (9%). Interestingly, the report revealed that the top three outcomes for investments ... |
| | | ... has been filled by Ivano Simonutti. Simonutti has been with the bank for more than 18 years, most recently as national general manager, private bank. |
| | | ... The firm - which specialises in responsible entity and fund trusteeship services - has appointed Chris Morpeth as the general manager of corporate trust and custody. The appointment follows MSC Group's acquisition of Certane CT on 12 January 2024 ... |
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