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Showing 1491 - 1500 of 4970 results for "Practice"

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
Sydney's Clime Investment Management has emerged as a bidder for Madison Financial Group, which is currently in the process of being sold by OneVue. Madison, which is home to about 100 advisers, was previously owned by Sargon Capital but fell into ...

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
An Australian provider of derivatives risk management software and trading technology has made two acquisitions as it moves to build an independent trading ecosystem for the country's financial advisers. TradeFloor has acquired online stockbroker OpenMarkets ...

AMP defends hefty remuneration bill

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
During the AMP annual general meeting chair David Murray defended the pay packet chief executive Francesco De Ferrari and the board continue to take home despite the company's woes. The 2019 AMP remuneration report was rejected by shareholders. ...

Darwinian time for super

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... pandemic, Link said that over the medium to longer term, it expected "increased fund merger activity". Last week, QMV practice lead Anthony Forbes said COVID-19 will be the shove that forces some superannuation funds to merge, while others thought safe ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... Australians," Phillips said. "Members of the associations can tailor the layout of the template by inserting their own practice branding, making formatting changes and tailoring the ROA to their clients' financial position and goals quickly and efficiently." ...

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... Cassar said. After completing the course, advisers should be able to produce a policy or procedure for their individual practice to follow, and proudly display the Financial Abuse Specialist certified logo to let potential clients know they're qualified ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
Mortgage Choice has announced the rebranding of its financial advice division from Mortgage Choice Financial Planning to FinChoice. Mortgage Choice chief executive Susan Mitchell said the decision came after a strategic review of the company's brand ...

Asset consultant expands into retail market

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
JANA said it will be expanding its service offering to financial advice and private wealth firms in response to the needs of the "growing and evolving" sector. Speaking with Financial Standard JANA chief executive Jim Lamborn said the move is in response ...

ESG-themed funds fall short of expectations

ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
New Morningstar research comparing the carbon emission risk in managed funds has seen some ethical-themed funds missing out on a low carbon designation. A low carbon designation was awarded by Morningstar to funds with a low carbon risk score for their ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... investment philosophy and research process. "I would like to thank Miriam and John for their commitment to delivering best practice research and investment products to our adviser community, as well as forging strong relationships internally and externally," ...