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Showing 1071 - 1080 of 4964 results for "Practice"

Tribeca Financial acquires advice practice

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
A Financial Standard Power50 financial adviser and practice owner has sold his firm to Tribeca Financial. As of today, Lime FP is part of Melbourne-based Tribeca. This will see Lime FP's principal adviser and founder Nathan Fradley become a senior ...

Guidance on financial risks of climate change released

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
... is a direct response to their request for more clarity about regulatory expectations and examples of better industry practice." Recognising the diversity of APRA-regulated entities, however, the guide does not prescribe any particular way of doing things ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... retirement and their main drivers of life satisfaction. The report, titled 'Retirement: The now and the then' identifies best practice principles for improving clients' financial wellbeing and retirement satisfaction. Fidelity head of client solutions ...

QSuper faces class action over excess premiums

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... and their spouses, teachers and health industry workers like doctors and psychiatrists," Shine Lawyers class actions practice leader Joshua Aylward said. "It's incredibly disappointing that essential workers serving our community at all hours are ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
Fortnum Private Wealth made two senior hires who will oversee practice engagement and growth for the AFS licensee. Brisbane-based Simon Wright and Sydney-based Jaimie Ramsey joined Fortnum as practice engagement and growth managers as part of the licensee's ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

WTW Australia names head of sustainable investment

JAMIE WILLIAMSON  |  WEDNESDAY, 24 NOV 2021
Willis Towers Watson has appointed a head of sustainable investment, promoting a senior investment consultant to the newly created role. Tim Unger has been appointed head of sustainable investment for Australia effective immediately. He's been with ...

Largest asset owners grow: WTW

JAMIE WILLIAMSON  |  WEDNESDAY, 24 NOV 2021
... employing this approach still face significant challenges, not least being to reconcile evolving global best investment practice with an increasingly constraining regulatory environment for superannuation funds." On a global scale, the top 20 asset owners ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... importance of an investment platform's role in increasing efficiency, driving down the cost of advice, increasing practice profitability and providing intergenerational low balance solutions." Whelan added that Rutty joins the company during a strong ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
The agriculture cattle property investment manager appointed a head of ESG, specialising in soil carbon. Elaine Mitchell will be responsible for ensuring nature and biodiversity is at the forefront of operations, while generating consistent and sustainable ...