Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 131 - 140 of 1299 results for "Values"

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
... finding just 11 have dedicated valuation committees while others involve staff members whose remuneration is tied to asset values in the process. APRA has released the findings of its thematic review of trustees' implementation of Prudential Standard ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... new foothold in southern Sydney. "Our goal is to align with businesses that share our commitment to providing holistic, values-driven advice. Lambert Group is the ideal fit, culturally and strategically," Invest Blue managing director David Stephen said. ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... advice. Mr. W also contravened sections 961B(1), 961G and 921E(3) and did not demonstrate compliance with Code of Ethics' values of diligence and competence and Standard 5.

NRL legend joins private wealth firm

ANDREW MCKEAN  |  THURSDAY, 12 DEC 2024
... make better financial decisions and its dedication to delivering bespoke, client-centric advice. "Cooper embodies our core values - professionalism, leadership, and a drive to achieve excellence," Viola Private Wealth executive chair Charlie Viola said. ...

First Sentier expands mandate with Northern Trust

MATTHEW WAI  |  THURSDAY, 12 DEC 2024
... multiple platforms and geographies," Gazal said. "We selected Northern Trust because of the partnership approach and shared values between our two organisations as well as their consistent and scalable service model." The mandate also comes after First ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... most attractive features. When it comes to Australians' investing habits, the study found that an alignment with personal values is becoming increasingly important. More than three in four of those surveyed felt that it was important to align their investments ...

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... governance, as we strive to be the distinct market leader." Anderson added that Burke's alignment with ART's purpose and values makes him a strong addition to the executive committee and the fund as a whole.

TelstraSuper and Equip Super merger to go ahead

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... together signifies a new chapter of growth, strength, and enhanced services for both funds' members." "With shared values, strong defined benefit experience, and a passion for financial advice, we look forward to building a united fund in the best ...

Geopolitical tensions create investor opportunity: Franklin Templeton

ELIZA BAVIN  |  MONDAY, 2 DEC 2024
... imperative. "Each asset owner must weigh ethical considerations and fiduciary responsibilities in alignment with stakeholder values," Catechis said. "Some investors adhere strictly to principles precluding defense investments, while others align with ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... factor. She said Capital Partners' success came from its focus on aligning clients' wealth with their personal values and life goals, and its comprehensive and sustained commitment to both business and succession planning. Meantime, Mazi Wealth ...