Search Results | Showing 121 - 130 of 2626 results for "Practices" |
| | | ... 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 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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) ... |
| | | | ... the coming together and evolution of Entireti's investment capabilities to support all the licensed and self-licensed practices within the network," he said. |
| | | | ... 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 ... |
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