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Showing 1651 - 1660 of 4973 results for "Practice"

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
A member of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal ...

Recognition for industry leader in fight against slavery

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 OCT 2019
... his contribution to identifying the risk of modern slavery in investment activities and promoting better awareness and practice around slavery in the investor community. The awards were the first since the Modern Slavery Act came into effect in Australia ...

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... Hoyle refused to disclose more details of the firm's plans but said that options could include acquiring an accounting practice or hiring accountants. The move is largely driven by its clients, he said, but data security and concurrent planning were ...

Fund Manager of the Year revealed

JAMIE WILLIAMSON  |  MONDAY, 14 OCT 2019
... Bonds taking out the latter. "With many active managers under increasing pressure in today's market, they need to be best practice and continually improve their investment teams and processes in order to compete," Zenith managing partner David Wright ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
BT Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...

ACCC to probe rate cut decisions

HARRISON WORLEY  |  MONDAY, 14 OCT 2019
The Australian Competition and Consumer Commission (ACCC) has been directed by the government to immediately establish an inquiry into the behaviour of Australia's banks when it comes to passing on interest rate cuts. Announcing the inquiry on this ...

Culture change must not be a fad: APRA

HARRISON WORLEY  |  FRIDAY, 11 OCT 2019
... the risk governance self-assessments (including identifying the institutions that are demonstrating better or poorer practice), insights from our risk culture deep dives, and, wherever possible, reports from Prudential Inquiries and similar investigations." ...

FASEA exam dates revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... Guide on its website for advisers to prepare for the exam. The guide includes a curriculum and reading list as well as practice questions. Once advisers register for the exams they have access to an online version of the practice questions. Results from ...

QMV kicks off legal practice, appoints lead

KANIKA SOOD  |  TUESDAY, 8 OCT 2019
QMV is kicking off a new legal business aimed at future needs of superannuation trustees and has picked a former UniSuper lead as its managing partner. The consultancy firm currently works with about 25 superannuation clients. Recent work has been focused ...

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
... a focus on IPO readiness and success. Wilson was a partner at Greenhill & Co where he led the financial institutions practice including direct transactional experience in the platform space. He has experience leading capital raisings.