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Showing 1801 - 1810 of 4977 results for "Practice"

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... membership and professional designations for a period of time, after breaching the association's code of professional practice. Matthew Brown, chair of the FPA's Gold Coast chapter committee, from MiQ Private Wealth - whose licensee is the Magnitude ...

BT adds extra capability to life quote software

HARRISON WORLEY  |  FRIDAY, 1 MAR 2019
... show the different payment frequencies across both super and non-super, LifeCENTRAL+ might help clients understand in practice how flexi and super-linking works, given it involves holding different policy components in two different environments. The ...

CFA Institute settles hiring dispute

DARREN SNYDER  |  WEDNESDAY, 27 FEB 2019
The CFA Institute has settled with the US Department of Justice over the practice of hiring temporary overseas exam graders. The global association of investment professionals will pay a fine of US$321,000 ($446,768) following an investigation into ...

Institutional investors call out climate policy

DARREN SNYDER  |  WEDNESDAY, 27 FEB 2019
... emissions. "We are working with indigenous communities in projects such a savannah burning where traditional land care practice is blended with modern environmental science." IGCC chief executive Emma Herd said in the electricity sector alone, more than ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint. Focus Financial Partners has entered into a definitive agreement to acquire Escala, with the deal seeing Focus' presence in the ultra-high ...

Accountant banned for bad SMSF advice

HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
... scoped advice by leaving out retirement planning and insurance. ASIC also determined that by recommending her accountancy practice - Saber Accountants - prepare the annual accounts and tax returns for SMSF clients, she had effectively recommended the ...

Pay super fortnightly: ISA

HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
... counts in retirement, and this interest could be the difference between having enough and going without." ISA said the practice was accounted for within the law, with businesses allowed to withhold payments for up to four months. It wants to see superannuation ...

CAER sold to global service provider

HARRISON WORLEY  |  TUESDAY, 19 FEB 2019
Australian ESG researcher CAER has been acquired by an international consultancy which specialises in governance and responsible investment. Institutional Shareholder Services (ISS) announced its acquisition of the Canberra-based Centre for Australian ...

BTFG restructure sees corporate super lead exit

JAMIE WILLIAMSON  |  FRIDAY, 15 FEB 2019
... spokesperson said. Englund has been with BT Financial Group for more than 10 years, having joined in 2008 as head of practice management. Prior to leading the workplace super team, Englund was managing director of Securitor for about five years. The ...

ClearView launches client-engagement guide

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic. The author is Dr Katherine Hunt from Griffith University, who teaches financial planning subjects and has published papers in the ...