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Showing 181 - 190 of 2682 results for "Practices"

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... 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 ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... 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 ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
... 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 ...

Super Moves: ANZ Staff, Aware, Equip, ART, VFMC

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... 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) ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... the coming together and evolution of Entireti's investment capabilities to support all the licensed and self-licensed practices within the network," he said.

ASIC to release IDR and reportable situations data

ELIZA BAVIN  |  FRIDAY, 26 SEP 2025
... 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 ...

Equip Super appoints chief risk officer

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025
... 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 ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... 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 ...

ASIC report a 'solid point of reference' for private credit guardrails

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... 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 ...

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... 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," ...