Search Results | Showing 181 - 190 of 2682 results for "Practices" |
| | | ... 10 financial advice licensees with more than 300 representatives using OSPs over the last two years found that local practices depend on their overseas representative to ensure risks are managed appropriately. This puts advice firms' data and technology ... |
| | | | ... systems, using interactive visuals and client-specific data insights. Other features include the ability for advice practices to add market commentary, tailor templates, use their preferred wording for asset classes and categories, and customise reports ... |
| | | | ... those collectively responsible for about 95% of the $397 billion in super platform assets. APRA identified numerous weak practices among trustees in relation to onboarding, ongoing monitoring, and remedial action and member transfers. It found that for ... |
| | | | ... energy assets. Most recently, he was associate director of renewable energy valuation at JLL, where he led valuation practices for renewable energy assets including offshore wind farms and utility-scale solar PV and battery energy storage system (BESS) ... |
| | | | ... the coming together and evolution of Entireti's investment capabilities to support all the licensed and self-licensed practices within the network," he said. |
| | | | ... publication supports the purpose of the IDR reforms to enhance accountability and transparency, drive firms to improve their practices, and provide valuable information to customers. The regulator said this approach aligns with and will complement the ... |
| | | | ... operational resilience, during her four years at the super fund, Cheong has been responsible for embedding risk management practices across the organisation and advancing the maturity of company risk culture. She succeeds Natalie Alford, who spent eight ... |
| | | | ... from Prominent Financial Services. The coveted FAAA Professional Practice of the Year Award will go to one of three practices: Boutique Advisers, Oxlade Financial, or WARR HUNT. Evalesco Financial Services' Melody Edwards, Lume Wealth's Morgan Hayward ... |
| | | | ... by operators. Responding to the findings, Frontier Advisors said it is good to see a light being shone on some of the practices - something it has been working to do for some time. For example, the report flagged fee structures where managers are using ... |
| | | | ... should implement industry standards that align with international best practice. "Enhanced standards are needed to lift practices across the sector. They will help promote confidence, improve market integrity and empower investors to make informed decisions," ... |
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