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Showing 1521 - 1530 of 4969 results for "Practice"

FPA launches benchmarking tool

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... CoreData, the FPA READY Index will enable financial advisers to benchmark their businesses to assess which areas of their practice are thriving and which need more work. FPA chief executive Dante De Gori said the new tool would allow financial advisers ...

Fiducian grows adviser network

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Fiducian Financial Services has added three new advisers to its national financial planning network, taking its total to 74. The company said it has continued to grow, opening two new franchises at the end of 2019 with three more set to open this month. ...

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director Garry Crole said that as part of the due diligence ...

Fixed income liquidity squeeze bites

KANIKA SOOD  |  THURSDAY, 2 APR 2020
... avoid acting irrational. "If you don't have to sell, the discounts are not a consideration," he says. "But if you do, practice what we call good trading hygiene in trading - avoid putting in big orders at market and avoid trading near open and close ...

BGH Capital, Canadian pension fund shelve NZ acquisition

KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
... Capital and the Ontario Teachers' Pension Plan have shelved the proposed acquisition of an Australia New Zealand dental practice chain as COVID-19 shutdowns impact the latter's operations. Abano Healthcare Group, which is listed on the New Zealand ...

Super funds must prioritise liquidity: Regulators

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... funds to review their securities lending arrangements. The directive follows the recent decision of UniSuper to halt the practice altogether in light of the COVID-19 pandemic. Additionally, trustees are being urged to ensure the accuracy of unlisted ...

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... and small business clients covering accounting, tax, finance, investment and personal insurance advice. The accounting practice services about 1400 clients, of which about 400 are investment and/or insurance clients. "No one moves licensees for fun - ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
A former Westpac operations manager has been appointed to lead the financial advice capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part ...

Super scammers pose as authorities

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... said. Having just completed a Kaplan ethics exam, Craggs said the thought forefront in his mind was how unethical the practice of scamming ordinary Australians out of their superannuation really is. "I'm sitting there thinking, 'You people are just randomly ...

ATO called to assist in early release super scheme

ELIZA BAVIN  |  THURSDAY, 26 MAR 2020
... of their superannuation, in two tranches of $10,000 each. The convenor of the Actuaries Institute's Superannuation Practice Committee, Tim Jenkins, said short-term demand from investors for early access to their superannuation would exceed $25 billion ...