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Showing 1301 - 1310 of 4967 results for "Practice"

Investment Trends hires head of strategy

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... company NAB, working in senior roles across insurance and business development. He then took on a leadership role in practice development at MLC in January 2012. Investment Trends made two other senior leadership appoints recently. After 11 years, head ...

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... cents and a payment of $300,000 if the books revenue increases over the first 12 months. First Option is the largest practice of the three and its employee John Blangiardo has agreed to become an employee of Interprac for two years with two further extensions ...

Reference checks should cover all advice: FPA

KARREN VERGARA  |  MONDAY, 1 FEB 2021
Reference checks should be extended to general advice and to anyone that has the ability to influence the financial advice process, according to the Financial Planning Association of Australia. In its submission to ASIC for Consultation Paper 333 Implementing ...

Malicious attacks most common in finance

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
The finance sector reported the second largest number of data breaches last year, beat out only by the health sector, according to the Office of the Australian Information Commissioner (OAIC). The Notifiable Data Breaches Report found the finance sector ...

Gender diversity has a way to go: Research

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
Only 10 publicly listed companies in Australia have made it onto the Bloomberg 2021 Gender-Equality Index (GEI), despite a record number of companies that disclosed data. From financial services, companies that made the index include Commonwealth Bank ...

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
IOOF has seen over $1 billion in outflows from its advice business in the second quarter due to its business transformation program known as Advice 2.0. The company's funds under management saw losses of $400 million in the quarter to 31 December 2020. ...

WTW names new head of retirement

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... will take on the position effective immediately, after rejoining WTW in 2017 when it acquired the Australian actuarial practice of Russell Investments. She has 30 years' experience, having commenced her actuarial career with WTW as a graduate before ...

Natixis launches racial equity strategy

KARREN VERGARA  |  TUESDAY, 19 JAN 2021
Natixis Investment Managers has launched a set of portfolios that aim to identify public companies that promote diversity, equity and inclusion. Active Index Advisors (AIA) Racial Equity Portfolios tracks the S&P 500 using research and its proprietary ...

Group insurance using shoddy data: Rice Warner

KARREN VERGARA  |  TUESDAY, 19 JAN 2021
The poor quality of group insurance data is conducive to administrative blunders that are notoriously difficult to rectify, according to Rice Warner. Superannuation funds and their life insurance partners are falling short of improving data collection ...

Six Park launches ESG options

ELIZA BAVIN  |  FRIDAY, 15 JAN 2021
... financial planners and accountants," Garrett said. "We're excited to be partnering with Summerhill, which is a future-led practice that understands the importance of both digital engagement and sustainable investment as part of their business strategy." ...