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Showing 1821 - 1830 of 4977 results for "Practice"

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... said. The two appointments signal Profile's commitment to the Central West region, following its merger with Mudgee practice onePlan last year. "We are delighted that Stephen and Jessica are joining the team to help clients achieve their financial ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A $6 billion New Zealand-based fund manager has welcomed a head of distribution for Australia, joining from Morningstar. The manager also recently bid farewell to its chief executive. Morningstar's former head of adviser distribution Regan Van Berlo ...

ASIC terminates managed accounts provider AFSL

KARREN VERGARA  |  FRIDAY, 1 FEB 2019
ASIC has cancelled the AFSL of managed accounts provider Jade Capital Partners and banned one of its directors. An ASIC investigation of Sydney-based Jade Capital, a managed discretionary account provider specialising in trading services and advice ...

TAL to offer FASEA masterclass

HARRISON WORLEY  |  THURSDAY, 31 JAN 2019
... new "product-agnostic" courses had joined the Risk Academy in 2019, covering topics such as social media marketing, and practice management. TAL confirmed fees charged for Masterclasses in 2019 would again be donated to charity, after $65,000 was raised ...

Mercer names new people and culture lead

KARREN VERGARA  |  THURSDAY, 31 JAN 2019
... people and culture leader for the region; meanwhile Yolanda Beattie has exited as the lead for diversity and inclusion practice. Gaye Morris will lead a workforce of 2000 in Australia and New Zealand, bringing 20 years' human resources experience ...

Parametric critiques Productivity Commission's final report

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
... is shaping their approach to investing. "That after-tax investing is well accepted in principle but minimally used in practice gives a sense of the opportunity still unexploited for most funds," she said. "The Productivity Commission laid down some paths ...

FSC extends life code consultation deadline

KARREN VERGARA  |  THURSDAY, 24 JAN 2019
... consultation period for the second iteration of its life code until 31 January 2019. The draft FSC Life Insurance Code of Practice was first released for consultation in November 2018, proposing 30 changes that include banning aggressive selling tactics ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... based Australia-wide, with offices in Melbourne, Sydney, Perth and Brisbane that will provide support, compliance and practice development," the group said. Further, AD Financial Services will also consider investing directly in advice businesses. Funds ...

Pacific Current Group expands US investment

HARRISON WORLEY  |  THURSDAY, 24 JAN 2019
Pacific Current Group has invested in a US provider of financial adviser middle office services. Pacific Current Group (ASX:PAC) picked up a 10% stake in Independent Financial Partners, a "hybrid registered investment advisers platform" based in the ...

COBA appoints former ASIC executive

JAMIE WILLIAMSON  |  MONDAY, 21 JAN 2019
A former ASIC executive will conduct a review of the Code of Practice adhered to by members of the Customer Owned Banking Association. COBA has appointed former ASIC executive general manager Phil Khoury to review the code which outlined the conduct ...