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Showing 121 - 130 of 2626 results for "Practices"

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... target strategic partnerships with boutique financial advice firms, insurance brokers, lending specialists and accounting practices, which will help create joint ventures and referral pathways that deliver scale and strengthen client outcomes. "With ...

ASIC targets funds over 'disappointing' retiree communications

ELIZA BAVIN  |  TUESDAY, 14 OCT 2025
ASIC has slammed superannuation trustees for poor retirement communications practices, finding that many funds are missing opportunities to engage with members throughout retirement and provide more meaningful support. ASIC's review, Report 818 From ...

ASIC exposes holes in managed funds' offshoring cyber controls

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Responsible entities (REs) of managed funds lack robust risk management practices when it comes to the cyber and security risks relating to services they offshore, according to ASIC. A review of 30 REs found that more than half or 17 rely on offshore ...

Insurers design framework for dealing with mental health claims

MATTHEW WAI  |  MONDAY, 13 OCT 2025
... advisers, and medical professionals, CALI said. CALI may also look at contemporary medical evidence and return-to-work practices to see if the new approach could provide clarity or support in other similar claim scenarios or circumstances to align disability ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... 10 financial advice licensees with more than 300 representatives using OSPs over the last two years found that local practices depend on their overseas representative to ensure risks are managed appropriately. This puts advice firms' data and technology ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... systems, using interactive visuals and client-specific data insights. Other features include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and customise reports ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
... those collectively responsible for about 95% of the $397 billion in super platform assets. APRA identified numerous weak practices among trustees in relation to onboarding, ongoing monitoring, and remedial action and member transfers. It found that for ...

Super Moves: ANZ Staff, Aware, Equip, ART, VFMC

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... energy assets. Most recently, he was associate director of renewable energy valuation at JLL, where he led valuation practices for renewable energy assets including offshore wind farms and utility-scale solar PV and battery energy storage system (BESS) ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... the coming together and evolution of Entireti's investment capabilities to support all the licensed and self-licensed practices within the network," he said.

ASIC to release IDR and reportable situations data

ELIZA BAVIN  |  FRIDAY, 26 SEP 2025
... publication supports the purpose of the IDR reforms to enhance accountability and transparency, drive firms to improve their practices, and provide valuable information to customers. The regulator said this approach aligns with and will complement the ...