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Showing 1011 - 1020 of 2631 results for "Practices"

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... Zenith Investment Partners and Quilla Consulting to the managed portfolio range on MyNorth, and will partner with advice practices to create dedicated partnered managed portfolios, ensuring firms can access portfolios tailored to their preferred strategies. ...

Modern slavery rife across sectors: Fund manager

KARREN VERGARA  |  MONDAY, 1 JUL 2019
... The Modern Slavery Act 2018 was passed in 29 November 2018 and came into force on 1 January 2019, aiming to stamp out practices that include providing substandard working conditions and underpaying staff. Starting this week, companies that earn $100 ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
... ClearView's LaVista Licensee Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial ...

Wealth management investigations spike

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... already conducted around 200 onsite interviews with banking staff at all levels to gain first hand insights into systems, practices and culture." "And we are already providing important feedback to chief executives and boards on concerns we are finding ...

AMP loses mandate to AustralianSuper

KARREN VERGARA  |  FRIDAY, 21 JUN 2019
... financial services Royal Commission are "deeply concerning to our members", particularly revelations relating to AMP's practices and seemingly systemic misconduct. "The union is, in light of these developments, seriously concerned that our members' ...

Insurer to add value via tech

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 JUN 2019
... wearable tech to record users' steps, activity and metabolic rate while encouraging them to take up healthy lifestyle practices. LiveWell has three pillars: body, mind and community. Within the body pillar users will have access to a library of health ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... Perpetual Trustees. Fiducian is an ASX-listed advice dealer group with more than $2.7 billion in funds under advice and 40 practices in Australia.

AMP Super, board slapped with licence conditions

KARREN VERGARA  |  FRIDAY, 14 JUN 2019
... were slapped with new directions and licence conditions because APRA wants to see "significant changes" to business practices. It identified these areas that needed improvement: conflicts of interest management, governance and risk management practices ...

Risk commission changes imperil advice practices

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
... Insurance Framework, many fear the Royal Commission's recommendations will further undermine the viability of their practices. This is according to ClearView's latest survey of 630 financial advisers interviewed between April and May 2019. It found the ...

New AI innovation for Praemium

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
... Pointon said: "With client expectations and pressure on the advice industry at an all-time high, the ability for advice practices to demonstrate and deliver client value is critical." "Our unique technology equips advisers with a scalable way to identify ...