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Showing 1041 - 1050 of 4963 results for "Practice"

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... across the entire range of portfolios," Fitzgerald said. "Having heard advisers' feedback and taken into account their practice and client requirements, Morningstar Investment Management are taking their current approach a step further and launching ...

Aussies shell out $51m on crypto fees

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... said. ASIC is warning self-managed super funds about the increased number of cryptocurrency investment scams. "It is best practice for superannuation fund members to seek advice from a licensed financial adviser before agreeing to transfer superannuation ...

Packhorse secures premium pastoral land

CHLOE WALKER  |  FRIDAY, 28 JAN 2022
Packhorse Pastoral Company (Packhorse) has acquired 8654 hectares of premium pastoral land north of Inverell, New South Wales. The Ottley Station acquisition will be the first New South Wales property to be included in Packhorse Pastoral Company's portfolio ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... they identify a need for full-service advice, they will be seamlessly transitioned to a financial planning firm whose practice management system is directly connected to the platform," Fin365 chief executive Stephen Handley said. "As far as the consumer ...

HSBC receives ESG accolades, criticism on same day

ELIZABETH MCARTHUR  |  THURSDAY, 27 JAN 2022
... score, S&P acknowledged, reflects that in some areas the bank is behind its competitors in integrating environmental best practice into its work. However, S&P gave HSBC kudos for making climate risk a strategic priority, having net zero commitments ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The exit of 807 advisers during the Christmas and New Year break leaves the total population close to dipping below the 18,000 mark. There are currently 18,015 practising financial advisers left, according to Rainmaker's modelling of the ASIC Financial ...

Australian Unity appoints head of responsible investment

CHLOE WALKER  |  WEDNESDAY, 19 JAN 2022
... Australian Unity's Wealth & Capital Markets platform. "In Australia, momentum continues to build for responsible investment practice, including a greater focus on long-term financial, environmental and social sustainability," he said. "It is exciting ...

Life insurers to embrace risky assets

KARREN VERGARA  |  WEDNESDAY, 19 JAN 2022
Life insurers will take on more risks and shun safe-haven assets in a bid to bump up returns in 2022. Australian life insurers are tipped to shed their conservative nature this year amid a tough macroeconomic environment, according to bfinance. Many ...

Financial watchdog warns on crypto

CHLOE WALKER  |  TUESDAY, 18 JAN 2022
... attractive target for scammers, and crypto-assets are a high risk and speculative investment," ASIC said. "It is best practice for Superannuation fund members to seek advice from a licensed financial adviser before agreeing to transfer superannuation ...