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Showing 1441 - 1450 of 4970 results for "Practice"

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 ...

Aussie banks set to underperform

ALLY SELBY  |  THURSDAY, 16 JUL 2020
Australia's financial services sector, particularly the big four banks, are set to underperform over the coming months, with mounting business and home loan deferrals to blame. That's according to T. Rowe Price head of Australian equities Randal ...

Optimism, resilience high on the recruitment checklist

ALLY SELBY  |  THURSDAY, 16 JUL 2020
Workers looking for new employment in the superannuation and investment industries need to display qualities of optimism, self-motivation, resilience and mental agility to nab a role during the COVID-19 crisis. That's according to specialist recruiter ...

Advice head leaves ANZ

ELIZABETH MCARTHUR  |  MONDAY, 6 JUL 2020
... he looked forward to the next chapter in his career. He had been at ANZ for more than 18 years, starting as an advice practice manager and then moving to the head of ANZ My Advice role in 2009. He had been head of advice and operations for three years. ...

Colonial First State cops licence conditions

JAMIE WILLIAMSON  |  THURSDAY, 2 JUL 2020
APRA has imposed licence conditions on Colonial First State Investments Limited to ensure super members' best interests are met, effective immediately. The regulator's decision follows an investigation into matters referred to it by the Royal ...

Implemented Portfolios partners with Wealth Today

ELIZA BAVIN  |  THURSDAY, 2 JUL 2020
Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. The managed account provider was added to the Wealth Today approved product list and ...

Gordon Brothers appoints Aussie executive

JAMIE WILLIAMSON  |  THURSDAY, 2 JUL 2020
... excited that Brendan has joined Gordon Brothers as he brings unique experience and a honed skillset to grow the valuations practice." "This further cements our ability to provide a broad product offering to the Australian market and deliver appraisals ...

Foreign exchange broker banned

ALLY SELBY  |  TUESDAY, 30 JUN 2020
ASIC has banned a former foreign exchange broker from the industry for three years, after it was found he was not fit to provide financial services and had not complied with related laws. Steven Marsh, a former employee of Forex Capital Trading, engaged ...