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Showing 1431 - 1440 of 4967 results for "Practice"

Investment committees not up to scratch

ELIZABETH MCARTHUR  |  THURSDAY, 6 AUG 2020
... experience. Investment committees can likewise provide for the financial safety of billions of people by applying best-practice frameworks to their context," Thinking Ahead Institute co-founder Roger Urwin said. "In doing so they will be better placed ...

First Sentier bolsters board of directors

ALLY SELBY  |  THURSDAY, 6 AUG 2020
... said. "We know she will add significant value to the board with her strong understanding of corporate governance best practice and unique insight into the Asian investment management sector, which is a core strategic market for us." She currently sits ...

CFA Institute reveals new exam regime

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... globe by increasing the number of exam administrations for every level, providing multi-day exam windows to eliminate the practice of all candidates sitting in a single day, and a broader footprint of test areas to improve flexibility," the CFA Institute ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Monday, August 31. The categories include FPA Certified Financial Planner Professional of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award, FPA Paraplanner of the Year Award, FPA University Student ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... AMP. "We argue all three financial services providers behaved in a way that was unfair and illegal," Shine class actions practice leader Craig Allsopp said. "The sheer number of people affected by these premium rorts shows we're not just talking about ...

CBA ups remediation bill for advice

ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
The Commonwealth Bank of Australia has announced an extra $300 million has been added to its remediation bill in relation to ongoing service fee and customer remediation costs. CBA said it is constantly addressing the full range of remediation issues ...

IOOF increases FUMA, lifts remediation costs

ANNABELLE DICKSON  |  THURSDAY, 30 JUL 2020
IOOF has recorded an increase in funds under management, advice and administration of 3.4% to $202.3 billion while also increasing remediation provisions by $80 million. The wealth manager is expecting an underlying profit from continuing operations ...

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... volatility and capital losses during a downturn and can be switched on or off by advisers when required. Milliman's Australian practice leader Wade Matterson said when SmartShield was designed; they could not have foreseen that its launch would coincide ...

NULIS calls for clearer regulatory definitions

ELIZA BAVIN  |  FRIDAY, 24 JUL 2020
... comprehensive personal advice would support enhanced intra-fund advice offerings to members." NULIS said its current practice is to have face-to-face advice arrangements that are conducted on the basis of the member's direct engagement with a financial ...

Ombudsman demands changes for small business insolvencies

ANNABELLE DICKSON  |  TUESDAY, 21 JUL 2020
The Australian Small Business and Family Enterprise Ombudsman Kate Carnell is calling for a number of measures to be put in place to protect small businesses from a 'tsunami' of insolvencies. In the latest Insolvency Practices Inquiry report ...