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Showing 151 - 160 of 2626 results for "Practices"

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... exorbitant fees, and jeopardise people's life savings. SCA is urging the federal government to prohibit unfair trading practices economy-wide, including for financial services, and pushing for an amendment to the Corporations Act to ban the unsolicited ...

Salter Brothers acquires Causeway AM

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
... us that we share similar values and culture. Importantly, we have a shared perspective on conservative underwriting practices and a laser focus on capital preservation across our portfolios, which means we are well-placed to provide a compelling, integrated ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... and client relationship management," Praemium chief strategy officer Denis Orrock said. "This evolution is critical as practices look to scale and differentiate in a competitive environment. "These integrations are not just nice-to-haves, they're foundational ...

ASIC turns spotlight on direct life sales

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
ASIC is warning life insurers to do better when it comes to their direct sales practices that have placed doubt on their compliance obligations and put consumer outcomes at risk. While some life insurance firms have improved since ASIC's 2018 review ...

ASX revenues, profits increase amid scrutiny

MATTHEW WAI  |  FRIDAY, 15 AUG 2025
... fully with an inquiry launched by ASIC in June focusing on governance, capability and risk management frameworks and practices across the group." Moving forward, the ASX said it will continue to focus on its response to the ASIC compliance assessment ...

Legalsuper appoints chief risk officer

JAMIE WILLIAMSON  |  TUESDAY, 12 AUG 2025
... more than 27 years' experience. Nguyen will be responsible for leading the fund's risk strategy, framework and practices. She will also oversee member services and supports, alongside investment performance, the fund said. "Christine joins us ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced in conjunction with Succession Plus, surveyed 116 practices which on average generate $2.71 ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... announced the establishment of a second Hubco, containing Select Advice Group and Newleaf Tailored Financial Solutions. Both practices will be acquired by Hubco2 as foundation practices. Investco said the structure provides a strong platform for further ...

ASX flags up to $35m in additional operating costs

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... announced a fresh inquiry into the ASX, focusing on its overall governance, capability, risk management frameworks and practices. Commonwealth Bank independent non-executive director Rob Whitfield was appointed chair of the panel. He is joined by Christine ...