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Showing 1241 - 1250 of 4967 results for "Practice"

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... that the StrategyOne team will fit in well and bring tremendous knowledge to the rest of our Membership, given our 'best practice sharing' ethos," he said. Recently, CountPlus member firm Kidmans acquired the financial services of other member firms. ...

Russell adds to senior leadership

ANNABELLE DICKSON  |  TUESDAY, 4 MAY 2021
Russell Investments has named a longstanding Goldman Sachs managing director as its global chief investment officer and appointed a president from Morgan Stanley to oversee sales and support. Kate El-Hillow spent over 16 years at Goldman Sachs Asset ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... been growing a client base in Adelaide and regional South Australia - warranting the establishment of an on-the-ground practice. "Our entrance into SA presents dual opportunity. Firstly, for HNW and UHNW individuals based in SA, Crestone can provide ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bellmont Securities has made a new hire to its distribution team in Perth. Paul Reilly leads the adviser solutions team, joining from Financial Framework where he was a director and financial adviser for over seven years. Reilly was previously a senior ...

Proxy advisers under scrutiny

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
... superfunds who are focused on delivering cost savings to ensure low member fees." She added that it is already common practice for super funds to disclose voting activities. Proxy advisers are required to hold Australian financial services licences for ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... acquisition of AdviserLogic, Midwinter and Coin are most recent examples. "Local advice tech developers are focused on lifting practice efficiency and anticipating future changes to advice delivery models, but over the horizon, there is emerging competition ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... following two years. "Our due diligence revealed Colgin has a quality client base, which will bolster the financial planning practice offering of Kidmans," Kidmans managing principal Ross Hedrick said. Colgin's financial advice clients will transfer ...

Advisers to go forth with claims handling

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
The Association of Financial Advisers (AFA) has welcomed the government's regulation that will exempt advisers from varying their AFSL to provide claims handling, following a submission outlining issues. The government passed Financial Sector Reform ...

ACSI launches new climate change policy

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Australian Council of Superannuation Investors (ACSI) may now recommend super funds vote against companies that fail on climate-related risk. The newly updated policy from ACSI aims to improve how companies approach climate change risk. The policy ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
The Financial Planning Association of Australia (FPA) has released new guidance on best practice for file notes. File notes are important as a risk management tool, especially in disputes between clients and financial advisers, and the FPA said recent ...