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Showing 311 - 320 of 2682 results for "Practices"

PE firm acquires Mason Stevens

KARREN VERGARA  |  THURSDAY, 19 DEC 2024
... alignment, Adamantem's investment will allow Mason Stevens to further develop innovative solutions for advisers and wealth practices to deliver sophisticated investment offerings to their end-clients," Yule said. Adamantem managing director Georgina ...

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
Many superannuation trustees have been told they must improve their valuation governance practices, with APRA finding just 11 have dedicated valuation committees while others involve staff members whose remuneration is tied to asset values in the process. ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... record in the space. "AZ NGA has successfully enabled business owners and their clients to simultaneously grow their practices while effectively managing ownership succession, which is critical for the natural evolution of quality businesses," Beath ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... formerly the chief executive of Profile Financial Services, has an extensive background working with advice and accounting practices, Engage Financial said. Blake, who also serves as executive director of Engage Financial Solutions' offshore Sri Lankan ...

More work to do on reportable situations compliance, ASIC says

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... didn't have a definition at all. Some licensees set high minimum thresholds around financial or other impacts. All these practices reduced licensees' ability to identify incidents," ASIC said. It added that all licensees placed responsibility on staff ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... superannuation choice products and their focus on performance. Kirkland added that ASIC has a focus on examining the practices and decision-making processes in relation to investment options and products that "persistently failed to perform as anticipated". ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... including a focus on gathering accurate data. "The gaps we've identified suggest there may be inconsistent IDR reporting practices across the industry," Kirkland said. "While there may be reasonable explanations for some of these variances, we encourage ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... they could have made a choice to leave and 103 accepted," he told Financial Standard. "We spent many hours with the practices 12 months ago, showing them what the pathways were and getting their feedback. What we've done was the most popular by a ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... midrisk asset books have been elemental to the fund's returns, though liquidity, risk management, and valuation practices are solid. The total portfolio approach is a center of investing excellence, with expectations high for insights from the fund's ...

Swan hits back at Bragg: 'That's wrong of you'

ELIZA BAVIN  |  FRIDAY, 29 NOV 2024
... accountability for the outcomes, and that's why we have worked very hard with both the regulators and our fund to uplift our practices in this area, and that's what we're doing right now." Bragg pushed the point, saying: "To remind you of ...