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Showing 1121 - 1130 of 4963 results for "Practice"

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
AMP's North wrap platform reduced the minimum brokerage fee for listed securities and added 20 options to the MyNorth investment menu. The minimum brokerage fee for listed securities for clients is now $18.49 from $34 and applies to superannuation ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
Asendium has joined forces with a licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house ...

APRA to mandate independent certifications

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... read. The changes will be reflected in Prudential Standard SPS 250 Insurance in Superannuation (SPS 250) and Prudential Practice Guide SPG 250 Insurance in Superannuation (SPG 250). APRA said the amendments aim to meet the new best financial interests ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
The newly appointed chief executive of the Association of Financial Advisers remains realistic about the challenges the industry faces, but assured members that there is hope in overcoming them. In her first address as chief executive at the AFA's ...

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
Nearly 1700 financial advisers jumped from one practice to another in the year to August, Rainmaker's adviser movements pipeline shows. The newly launched database found 1689 advisers moved from one employer to another, while the month to August saw ...

FSC suggests CSLR improvements

KARREN VERGARA  |  MONDAY, 20 SEP 2021
... is essential." By way of example, ASIC could undertake risk-based reviews of a sample of licensees to encourage good practice and reduce the risk of consumer unpaid determinations arising from those businesses that are undercapitalised and have inadequate ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent ...

Zurich appoints head of product

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... insurance and has been simply outstanding as head of group claims. She brings her deep expertise about how products apply in practice and the impact this has on the lives of our claimants." In July this year, Zurich appointed Justin Delaney as chief ...

MUFG, First Sentier hire sustainable investment lead

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
MUFG and First Sentier Investors have announced who will lead the recently launched First Sentier MUFG Sustainable Investment Institute. Velina Karadzhova has been appointed to lead the new institute. Karadzhova will be responsible for developing the ...

APRA intensifies scrutiny of underperformers

KARREN VERGARA  |  FRIDAY, 10 SEP 2021
... Another upcoming change is the reverse onus of proof. "This change, coupled with the positive obligations under BFID, in practice will require trustees to be able to demonstrate that their decisions to invest or spend members' funds are based on ...