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Showing 231 - 240 of 2650 results for "Practices"

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... Mason Stevens will benefit from the deal by increasing investment in its integrated wealth platform and services for practices, enhancing client experience, improving efficiency, and supporting scalable growth and caters to the nation's rapidly growing ...

Not one trustee tracked end-to-end claims handling times: ASIC

ANDREW MCKEAN  |  MONDAY, 31 MAR 2025
... compared to just 8% for the slowest. ASIC commissioner Simone Constant said while some trustees demonstrated good handling practices and were providing helpful services to claimants, "systemic failures" by other trustees "exposed grieving Australians ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
... Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

APRA levy to cost $243m in FY26

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
... meaningful changes in an RSE licensee's risk profile. APRA will continue its review of trustees' investment governance practices for platform products and address findings, as needed," Treasury said. Retirement outcomes, member outcomes, and expenditure ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... people across the country," Fogarty said. "I'm eager to be part of this journey and to help advisers grow their practices in a sustainable and highly professional way that helps lift the standards in our industry." In January, Infocus also welcomed ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Government makes record commitment to Medicare

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... bulk billed by by 2030, aiming to ease the pressure off Australian families, Chalmers said. Incentives will be paid to practices that choose to fully bulk bill. It also means there will be around 4800 fully bulk billing practices across the country ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... more advisers to share our core belief that self-licensing is nothing more than removing a layer to allow advisers and practices to run their business their way, with the client front and centre of everything they do." Meanwhile, CFS business executive ...

New impact fund backs marginalised female entrepreneurs

ANDREW MCKEAN  |  MONDAY, 24 MAR 2025
... fund is used to train financial institution employees to address gender discrimination and adopt inclusive policies and practices. Notably, the first fund supported training for almost 3000 financial staff in gender inclusion. Good Return also collaborates ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... services accelerates, he will play a pivotal role in growing JANA's business with private wealth firms, advisory practices, and family offices. Wilson will focus on enhancing consulting services and delivering tailored investment solutions to a growing ...