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Showing 191 - 200 of 2650 results for "Practices"

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... leverage innovation, scale, and international best practice to deliver more value to their clients and assist their practices to grow into the future. We will build on the pedigree, experience and track record in service of Australia's financial ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is currently recruiting investment ...

BUSSQ's boardroom brass cleared, CFMEU spend deemed sound

ANDREW MCKEAN  |  WEDNESDAY, 2 JUL 2025
... BUSSQ was hit with additional licence conditions by APRA last year over concerns about its governance and expenditure practices, particularly its relationship with the CFMEU, and was therefore required to commission a review assessing the fitness and ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment expertise ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... partnership strengthens our ability to remain agile and forward thinking, ensuring we incorporate international best practices into our business and deliver ongoing value to our clients and stakeholders."

APRA acknowledges need to reduce regulatory burden

JAMIE WILLIAMSON  |  THURSDAY, 26 JUN 2025
... strength of their organisation, while 96% said the regulator's supervision had been a positive for their risk management practices. Eighty-two percent said the prudential requirements had positively influenced financial management, and 74% believe APRA ...

ASIC appoints ASX inquiry panel

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... depth of experience and skills will be invaluable as we undergo this Inquiry." The inquiry will focus on frameworks and practices in relation to governance, capability and risk management within the ASX group, ASIC said. In response, ASX managing director ...

ASFA, JANA release draft guidance on operational due diligence

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... Leaper believes the partnership underscores the firm's commitment to driving improvements across investment management practices. "We're proud to be working with ASFA and industry stakeholders to develop this draft guidance note," Leaper said. "CPS 230 ...

Super spending calls BFID compliance into question

JAMIE WILLIAMSON  |  TUESDAY, 24 JUN 2025
There is still much room for improvement when it comes to super funds' expenditure management practices, with APRA finding some RSEs caring more about competing with peers than members' best financial interests, others not having revisited historic ...

ASIC calls on AFS licensees to 'step up'

ELIZA BAVIN  |  TUESDAY, 24 JUN 2025
... Sheet 237 Protecting against share sale fraud includes examples of share sale fraud methods by bad actors and better practices for licensee prevention and detection. These include being alert to possible use of stock images, fakes, forgeries, and independently ...