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Showing 1331 - 1340 of 4966 results for "Practice"

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... new Connectus Wealth Advisers network. Brady & Associates is a private client wealth management and accounting advisory practice headquartered in Sydney. "We are very pleased to have joined Connectus," Brady & Associates founder and managing director ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
ClearView's LaVista Licensee Solutions is adding a former MLC Financial Planning firm. LaVista will provide licensee services to Sydney-based Investorplan. "I get a lot of confidence knowing that LaVista leverages the back-office resources and infrastructure ...

New internal audit guide for finance sector

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
A new best-practice guide for the boards and internal auditors of superannuation funds, banks and financial service providers has been released. The Institute of Internal Auditors (IIA) has released The Better Practice Guide, which was developed with ...

Pension funds unite for ESG

JAMIE WILLIAMSON  |  FRIDAY, 27 NOV 2020
In an unprecedented move, eight of Canada's largest pension funds have come together to push for a standardised approach to ESG reporting to strengthen investment decision-making. Issuing a joint statement for the first time, the chief executives of ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... for young financial planners," FPA chief executive Dante De Gori said. His firm is also the winner of FPA Professional Practice of the Year Award. "The judges commented that the team at HPH Solutions embody the essence of a true FPA Professional Practice ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
The ASX-listed advice and accounting group subsidiary has appointed a former NAB/MLC manager as its practice development and growth manager for Queensland. Stephen Carlton joins from NAB/MLC where he was business growth manager for Queensland and the ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
... allow financial advisers and superannuation specialists to devote more of their time and expertise to delivering best-practice advice and service to their clients," he said. "The industry is focused on supplementing its talent pool over the coming years ...

Australian Sustainable Finance Initiative launches

RACHEL ALEMBAKIS  |  TUESDAY, 24 NOV 2020
... recommendations are structured around four pillars - embedding sustainability into leadership; integrating sustainability into practice; enabling resilience for all Australians; and building sustainable finance markets. "Our goal and our vision can't ...

ASIC takes SMSF accountant to court

ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
... the strategies would provide increased retirement benefits. ASIC also determined that by recommending her accountancy practice, Saber Accountants, prepare the annual accounts and tax returns for SMSF clients, she had effectively recommended the services ...

Vanguard, Fidelity, BetaShares rank low on ESG: Report

ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
... companies in controversial industries and those that run afoul of ethical and environmental standards," Morningstar said. "In practice, the screens of Vanguard's ESG passive strategies do not differentiate the funds from their broader universes as ...