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Showing 1231 - 1240 of 4967 results for "Practice"

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 ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ...

CBA launches JV for institutional tool

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... automate decision making. CBA and Quantium will contribute founding team members to the joint venture and will apply best practice data ethics and governance standards. "Commbank iQ's experienced consultants will also offer the commercial skills and ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... technology in recent years, including the introduction of Centrepoint Connect and the development of the Centrepoint Alliance Practice Dashboard," she said. "We remain committed to continuing to deliver cutting-edge technology solutions to both authorised ...

AMP trims platform fees

KANIKA SOOD  |  THURSDAY, 6 MAY 2021
... are in response to AMP's intent to "compete strongly and transparently" across its wealth product range, and to the practice of competitor platforms using rate cards to attract advisers. "The fee reductions we have announced across our platforms ...

Research aims to solve cash conundrum

ELIZABETH MCARTHUR  |  THURSDAY, 6 MAY 2021
... feeling that they are keeping their money safe and that they have no other options. For the last several years, this practice will have seen them get smaller and smaller returns. Newer retirement income products, like that offered by Allianz Retire+ ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
AZ Next Generation Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which ...

Macquarie finalises Waddell & Reed acquisition

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... us." "We look forward to supporting them with our comprehensive platform that helps them design and operate the perfect practice for them and their clients. Waddell & Reed and Macquarie have been strong partners throughout the process, and we look forward ...