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Showing 1111 - 1120 of 4964 results for "Practice"

AustralianSuper appoints chief risk officer

JAMIE WILLIAMSON  |  TUESDAY, 12 OCT 2021
After promoting Paul Schroder to succeed Ian Silk, AustralianSuper has named a new chief risk officer. After 10 years with the fund, Andrew Mantello has been appointed to the lead risk role. It's a promotion for Mantello, who most recently served ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... Macquarie Bank. Meanwhile, McCallum was a financial adviser and director of Hobart-based firm Knox Financial. He was also a practice manager and financial adviser at Directions Wealth Management. McCallum spent over 12 years at IOOF in roles covering ...

Super funds extend poor disclosure to ESG holdings

KARREN VERGARA  |  MONDAY, 11 OCT 2021
... opaque disclosure practices to their environment, social and governance commitments. The recent Financial Standard Best Practice Forum on ESG heard that only a small subset of super funds are walking the talk when it comes to genuine ESG advocacy. Rainmaker ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. This covered training, practice management ...

ESG investing 2.0 emerges

KARREN VERGARA  |  THURSDAY, 7 OCT 2021
... sustainability experts. A significant shift is taking place in the world of ESG investing, Financial Standard's Best Practice Forum on ESG heard this morning, as investors urge companies to up the ante. Presenting virtually, Perennial Value Management ...

Milestone Group launches valuation tool

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... industry players has allowed us to create the first off-the-shelf solution for fair value determinations, enabling best practice to be realised within a highly automated environment. This demonstrates our ongoing commitment to innovation to address evolving ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... which joined the group in April, was the fourth acquisition. Chartered accountant and adviser Jason Misso established his practice in 2001. "Joining Connectus will position us to expand the value proposition we offer our clients while maintaining our ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
Copia Investment Partners appointed the former regional manager distribution for BT Open as distribution manager for Queensland. Greg Black spent around 15 years at BT in distribution roles including state manager at BT Wrap and national manager, network ...

APRA proposes further unlisted valuation rules

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
APRA is proposing more stringent rules around how superannuation funds value unlisted assets and is taking industry feedback until 16 February 2022. The prudential regulator seeks to make several changes to Prudential Standard SPS 530 Investment Governance ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... engage in those 'best ideas' from our research team," Ramrakha said. "Advisers can now select the best solution for their practice, whether using our research to construct their own portfolios, or investing in our best ideas pre-packaged for them - all ...