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Showing 51 - 60 of 2286 results for "Practices"

Boards unprepared for new workplace laws: Research

ROSE MARY PETRASS  |  THURSDAY, 14 DEC 2023
... women directors. I urge directors to educate themselves and ask questions of management on these issues." While board practices to prevent and respond to sexual harassment and other positive duty conduct have improved since 2021, directors would like ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... evolved in the past few years and whilst during that time we have been internally focussed, working closely with our practices to deliver services that advisers value, we now see this as the right time to offer those improved services more broadly," ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
Putting an old rivalry behind, financial advice practices are increasingly joining forces with accounting firms as the former seeks to meet clients' demand for holistic advice that includes taxation. Over the next decade, Radar Results predicts ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about 140 wealth and risk advisers ...

ASIC curbs high-risk offers from online trading providers

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
... adopting a proactive and risk-based strategy in supervising this group. The regulator conducted thorough assessments of the practices, business models, and product portfolios of various online trading providers to evaluate potential risks and verify ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... intergenerational wealth transfer opportunity by facilitating family conversations. More than half of advisers agreed that advice practices that demonstrate a strong understanding of responsible investing will be able to attract younger clients. Nearly ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... organisations such as Diversa Trustees, Vanguard Investments Australia, and Active Super have recently engaged in greenwashing practices. In August, ASIC filed a suit against Active Super for, among other issues, allegedly investing in Russian assets ...

AIMCo, New Agriculture buy Kimberley Cattle Portfolio

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
... Forests has in the forestry space to the agriculture sector. New Agriculture will continue to focus on sustainability practices which allow for not only the protection and restoration of landscapes, but which also lead to the enhancement of natural capital ...

Frontier restructures, promotes

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... these areas directly into our research program will deliver further synergies and further integrate those insights and practices," said Polson. "At the same time, we're going to merge our teams researching the alternatives and broader defensive classes ...

ASFA appoints Mary Delahunty as chief executive

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
... development and policy. In the role, she was responsible for the fund's growth, policy formulation and investment practices, which all aimed to advance member outcomes. She also holds several board positions, including in regtech and education, and ...