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Showing 191 - 200 of 2626 results for "Practices"

Vision Super defends new but 'archaic' policy

ELIZA BAVIN  |  TUESDAY, 13 MAY 2025
... [Vision Super] had a new policy not to provide information to anyone offshore. I said that was ridiculous - half the practices in Australia use offshore staff to keep costs down, including licensees," Boce said. "He told me the policy was introduced ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... action client requests on the wrap investment platform North. The dashboard is a centralised tool that enables advice practices to manage and track client activities on every step. Users can view the full status of in-progress activities and understand ...

Mercer Super recruits whistleblower as risk chief

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... whistleblower - to the role. "Dennis' expertise and leadership will help us further strengthen our risk culture and practices," a Mercer Super spokesman said. Gentilin lost his job as UniSuper's head of enterprise risk last August following a ...

Macquarie reprimanded again for derivatives compliance failures

KARREN VERGARA  |  WEDNESDAY, 7 MAY 2025
... it to impose licence conditions on Macquarie. Macquarie's "control weaknesses" ranged from poor change management practices, unclear roles and responsibilities, and an incomplete understanding of its own processes and controls, including around data ...

Rest details internal program to reform death benefit processes

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... Rest's announcement of the internal program comes on the back of ASIC's review into the death benefit claims handling practices of 10 superannuation trustees in March. ASIC's review found Rest had resolved just 8% of claims within 90 days ...

Vado Private announces senior hire

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... and deep relationships with investors and borrowers. "Importantly, Mr Zukerman will assist in our credit assessment practices and oversee all the funds we develop, and he will also work on capital raisings, including engaging with investors, institutional ...

AFCA highlights 'pattern of delays' in super

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
... Australian Financial Complaints Authority (AFCA) has released its bi-annual System Issues Insight Report, to address industry practices and reduce consumer complaints. In the first half of 2024-25, 235 matters were reported affecting 187,855 consumers ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... broader adoption of managed accounts in Australia," he said. The managed accounts sector is growing exponentially as more practices adopt these solutions. Adviser Ratings founder Angus Wood recently told Financial Standard that managed accounts assets ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... Baker Young is an ideal strategic fit. "This acquisition exemplifies our thesis of consolidating high-quality advisory practices under a forward-thinking brand. As the advisory sector faces generational change and regulatory pressures, we see a clear ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... worked at AMP, serving as national business development manager for Hillross Financial Services and tasked with acquiring practices and financial advisers. Fitzgerald has a strong distribution background in several industries in Australia and New Zea ...