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Showing 281 - 290 of 2628 results for "Practices"

MUFG brings Proxymity to Australian clients

ELIZA BAVIN  |  TUESDAY, 29 OCT 2024
... communication between our clients and their institutional investors," McKenna said. "This partnership aligns us with global best practices through increased transparency and efficiency, empowering our clients to navigate meeting complexities with greater ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... paired with the quality of advice review, and the digital advice revolution could change how advisers operate their practices in unpredictable ways," Watson said. "What's clear is that Aussies still need an adviser now more than ever, and keeping the ...

APRA prioritises supervision of trustee spending

JAMIE WILLIAMSON  |  TUESDAY, 22 OCT 2024
... regulator is clamping down harder on super trustees' spending, saying it has identified "deficient" and "questionable" practices among funds. APRA deputy chair Margaret Cole has informed all RSE licensees that it will be intensifying its supervision ...

Regal indicted for alleged short-selling breach

KARREN VERGARA  |  MONDAY, 21 OCT 2024
... client capital." The charge forms part of the Korean Financial Services Commission (FSC) cracking down on short-selling practices following a market-wide review, with indictments being issued against global investment banks. In late 2020, the FSC tightened ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... more advisers to share our core belief that self-licensing is nothing more than removing a layer to allow advisors and practices to run the business their way, with the client front and centre of everything they do," Euvrard said.

AMP's MyNorth sees inflows rise 76%

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
... advice licensees and support services business to Entireti and AZ NGA and offload its minority stakes in 16 individual practices. "The new partnership for our advice business in on track, with the completion of the transaction to occur before the end ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... Equities being our next enhancement," Constable said. He said that managed accounts are widely used in financial advice practices, but for a long time, the number of investment models practices can use has been limited, noting that many practices face ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... network. "Together with Entireti, we have the right scale and strength to deliver a high-quality professional service for practices like Stantins, helping them take advantage of the talent, expertise and experience offered by both organisations," Lawler ...

Fund manager splashes $240m on AZ NGA

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... support services businesses to Entireti and AZ NGA for $10.2 million. AZ NGA is acquiring AMP's minority stakes in 16 practices for $82.2 million while several AMP staff will move over. "Azimut is committed to AZ NGA and the Australian market for ...

HESTA snags AMP head of compliance

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... to the fold. He joins in a role the organisation believes will be critical in enhancing its compliance framework and practices and reinforces its commitment to robust governance and member trust. He was most recently the head of risk and compliance across ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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