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Showing 1 - 10 of 15 results for "Opting In"

Camilla Love heads to RBC BlueBay

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
RBC BlueBay Asset Management is turning to Alpencrest Capital co-founder Camilla Love as it seeks to re-establish its local presence. Love will be appointed country head of the business which represents RBC Global Asset Management outside North America ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ...

AustralianSuper sued over multiple accounts

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
... AustralianSuper had processes in place for tackling multiple accounts, however they largely relied on members actively opting in to having their accounts combined, and that the processes in place were not sufficient to meet the SIS Act requirements. ...

Iress sells MFA business, reports $140m loss

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
Iress is selling its managed funds administration business and will not pay an interim dividend, opting instead to reduce debt as it progresses its transformation project. Reporting its half-year results today, Iress announced it will offload the MFA ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
... to sign documents electronically within a video meeting, will allow advisers to give their clients the easy option of Opting In remotely. The document and all information within it will then be readily accessible for any subsequent reference within AdviceOS. ...

Maritime Super in new merger talks

RACHEL DAVIS  |  THURSDAY, 15 DEC 2011
Maritime Super has confirmed that the $3 billion fund is investigating new merger opportunities, with TWUSUPER thought to be a possible contender. Peter Robertson, chief executive of Maritime Super told Financial Standard that Maritime Super is in the ...

Keep advice a simple business: BTFG

ELISE BURGESS  |  THURSDAY, 24 MAR 2011
... of clients opting out as compared to advisers that master the ability of trust who will have a higher rate of clients opting in."

AUSCOAL adds Copper Rock and Putnam

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
AUSCOAL Super alters its $5.7 billion investment portfolio to include two new investment managers with a focus on the global bond market while redeeming its Alliance Bernstein mandate. Diversifying the super fund's international shares portfolio, AUSCOAL ...

AUSCOAL and Maritime drop merger talks

MICHELLE BALTAZAR  |  MONDAY, 28 FEB 2011
AUSCOAL Super and Maritime Super have decided not to merge, opting instead to pursue more strategic partnerships, for now. In a joint statement, Maritime Super fund chair Paddy Crumlin and AUSCOAL Super's Arthur Weston said that their fund members would ...

Opposition slams opt-in policy

MATT WOODINGTON  |  MONDAY, 28 FEB 2011
... advice to clients," he said. The Financial Services Council recently said that it accepts the general principles of opting in or opting out. It said it would accept the concept provided it was restructured into a three-year 'opt-out at any time' prop ...
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