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Showing 161 - 170 of 2626 results for "Practices"

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... aren't being exploited by super-switching business models. "You should have processes in place that allow you to identify practices that may result in the erosion of super balances, including from inappropriate advice fee charges," he said. "You ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... point. After examining 23 different super funds, the regulator found only three met its expectations for sound valuation practices. ASIC recently followed with a discussion paper raising red flags around valuation practices, liquidity and transparency-especially ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... an adequate response to manage cybersecurity risk. Between 2021 and 2022, ASIC found RedThorn, one of Fortnum's practices, being subject to a cyber-attack where emails were sent purporting to be from one of RedThorn's advisers. Another was Eureka ...

Perpetual wealth hires sustainability manager

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... business's responsible investment products and policies. Rachel Phillips brings years of experience in sustainability practices, working most recently with JP Morgan Asset Management and KPMG in Hong Kong. Now based in Sydney, Phillips will be embedding ...

Super moves: Aware Super, Australian Retirement Trust

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... ESG integration in funds management. The appointment caps a high-profile career that has seen Young-Ferris build ESG practices from the ground up. Most recently, she was managing director at Conscious Capital, a strategic advisory group covering real ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... leverage innovation, scale, and international best practice to deliver more value to their clients and assist their practices to grow into the future. We will build on the pedigree, experience and track record in service of Australia's financial ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is currently recruiting investment ...

BUSSQ's boardroom brass cleared, CFMEU spend deemed sound

ANDREW MCKEAN  |  WEDNESDAY, 2 JUL 2025
... BUSSQ was hit with additional licence conditions by APRA last year over concerns about its governance and expenditure practices, particularly its relationship with the CFMEU, and was therefore required to commission a review assessing the fitness and ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment expertise ...