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Showing 1221 - 1230 of 4964 results for "Practice"

JANA appoints head of sustainability

KANIKA SOOD  |  MONDAY, 24 MAY 2021
JANA has hired Westpac's executive manager for risk for the newly created role of head of sustainability. Rachel Halpern will work closely with JANA's head of responsible investment Tim Conly, taking the team to six people, the firm said. Halpern will ...

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
The Actuaries Institute has released sweeping recommendations to help fix the individual disability income insurance (IDII) sector that is currently at "risk of failure". The final recommendations follow a 12 month-review, led by an appointed Actuaries ...

Platform cuts fees

ELIZABETH MCARTHUR  |  MONDAY, 24 MAY 2021
... contributing to price pressure on platform offerings, which she hopes will lower the cost of providing advice and increase practice profitability. "Platforms that haven't kept up with the latest developments in technology have a higher cost of operation ...

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... enforce heavy-handed rules and compliance. Many advisers are putting ethics as a frame of reference into their business practice, making more effort to being transparent, trustworthy, honest and fair, he said. "Doing what you say you will do and when ...

New responsible agricultural fund seeks $300m

KARREN VERGARA  |  TUESDAY, 18 MAY 2021
An agricultural investment manager is launching a new fund to sophisticated investors that uses land restoration practices that combats carbon emissions and Australia's drought problem. Brisbane-based Australian cattle property investment manager ...

Boutique hires from Deloitte

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... appointed an equity analyst from Deloitte. Graeme Miller was a senior consultant in Deloitte's investment wealth and advisory practice. He was previously an analyst at Victor Smorgon Group, Mutual Trust, Zenith Investment Partners and Jeena. Miller also ...

Trustee of the Year announced

KANIKA SOOD  |  TUESDAY, 18 MAY 2021
A well-known financial adviser and superannuation trustee has been named trustee of the year by the Australian Institute of Superannuation Trustees. Sue Dahn was announced as the recipient this morning at the Conference of Major Superannuation Funds ...

AFCA welcomes new chair

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... consumers to resolve often intractable disputes. AFCA has worked with the financial services industry to promote best practice." Under Coonan's tenure, AFCA received over 188,000 disputes with over $522 million being paid in compensation to consumers ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
... detail oriented and provide written and comprehensive financial plans than male CFPs. The report, Building a diverse practice: The value of CFP certification to female advisers, which canvassed 400 US advisers, revealed that female CFPs tend to give ...

APRA extends IDII overhaul deadline

KARREN VERGARA  |  THURSDAY, 13 MAY 2021
APRA has given life insurers another year to have the policy contract term measure for individual disability income insurance (IDII) in full force by 1 October 2022. The prudential regulator has acknowledged the challenges life insurers are facing ...