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Showing 1 - 10 of 31106 results for %22BT Financial%22

Legalsuper names chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... leadership roles within Commonwealth Bank's retail division. He was most recently chief customer officer at Elula, a financial services software provider, before joining the super fund. Finally, Alissa Knight has joined the fund's Office of the CEO & ...

ASIC wins greenwashing case against Vanguard

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... outcome, the case shows our commitment to taking on misleading marketing and greenwashing claims made by companies in the financial services industry. It sends a strong message to companies making sustainable investment claims that they need to reflect ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... the most prominent opportunity, cited as significant or very significant by 83% of managers. While healthcare (72%), financial services and wealth management (70%), legal services (66%), banking (64%), and insurance (61%) are the next-most-cited areas ...

Indigenous communities reunited with $25m in lost super

JAMIE WILLIAMSON  |  THURSDAY, 28 MAR 2024
... found. The superannuation monies were recovered on behalf of First Nations Australians that took part in the foundation's Financial Wellness Week, previously known as Big Super Day Out. "The combined success of the previous Big Super Day Out initiative ...

Financial Conduct Authority cracks down on finfluencers, firms

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
The UK's Financial Conduct Authority (FCA) is cracking down on finfluencers as more financial services firms turn to social media to promote products and services. The financial services regulator is aiming to get on top of firms that illegally promote ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex ...

BlackRock's Fink signals a tough road ahead for future retirees

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
... Millennials and Gen Z, are so economically anxious. They believe my generation - the Baby Boomers - have focused on their own financial well-being to the detriment of who comes next. And in the case of retirement, they're right," he said. "Today ...

Platinum bleeds $1.4bn in outflows

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... some $96 million. Such savings will likely materialise in the June quarter and "generate a material impact" on the 2024 financial year profit as the bulk of savings will progressively be realised in FY2025. "Savings will encompass both people and non-people ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... we have mutually agreed that the best option is to close QMV Legal." Novigi delivers data and technology services to financial services companies including Mercer, Link, and Vanguard Super. QMV Solutions is a complementary business that will deepen its ...

Tranche one of advice reforms hits parliament

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
The legislation housing the first tranche of financial advice reforms that promise to reduce red tape was introduced in parliament today. Some of the recommendations from the Quality of Advice Review (QAR) include amending ongoing fee arrangements (OFA) ...
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