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Showing 11 - 20 of 2648 results for "Practices"

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... Stevens' Jacqueline Fernley founded the new outsourced chief investment office (OCIO) as a dedicated resource for advice practices, family offices, charities and foundations. Brad Creighton will join as co-chief investment officer, sharing investment ...

Super funds fail customer service test: SCA

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
... large APRA-regulated superannuation funds, forced to take action on poor and widespread administration and back-office practices, notably led by Cbus and AustralianSuper. Cbus paid a nearly $24 million fine for the lengthy delay of death benefit payments ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... board and his insights are invaluable," he added. "A key goal for us is to drive the productivity dividend inside advice practices and the board plays an important role in assisting us to execute our strategy and realise our ambitions." Younger noted ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... acquired by Wealth Financial, also based in North-West Tasmania, in a deal that brings together two longstanding local practices with aligned philosophies and client-first values. The merged business will oversee about $1 billion in funds under advice ...

arcpoint OCIO scores more mandates, Larapinta Private launches

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... cyclical," arcpoint founding partner, chief executive and chief investment officer, Jacqueline Fernley said. "These three practices arrived with very different needs, from running a single asset class to a full governance build, and each chose mandate-based ...

ASIC makes first move since putting private credit on notice

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... schemes, as the market watchdog has recently ramped up its scrutiny on private credit, focused on "poor private credit practices including retail private credit funds". The heightened monitorisation highlights a fund's transparency, governance, valuation ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
WT Financial (WTL) is betting on scaling advice practices by consolidating its Hubco strategy, under which it is selling its consumer-facing subsidiaries to its first Hubco investment, Titan Advice Group (TAG). It is divesting from its subsidiaries ...

Final report into Life Code makes 85 recommendations

MATTHEW WAI  |  WEDNESDAY, 1 JUL 2026
... proposing some 85 recommendations across aspects of mental health, customer vulnerability, claims handling, and sales practices. The review, initiated by the Council of Australian Life Insurers (CALI), commenced in October 2025, was spearheaded by former ...

ASX to focus on pattern of problematic behaviour in listed entities

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
... raised concerns about the company's announcements. ASX said its concerns are heightened when an entity's disclosure practices appear to be aimed at supporting a placement price, maintaining post-raising trading levels, or inducing speculative interest ...

APRA investigating Diversa's executive compensation

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026
... prudential standards and trustees' duties under the Superannuation Industry (Supervision) Act. "Prudent remuneration practices play a critical role in driving sound governance and protecting the best financial interests of superannuation fund members," ...