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Showing 321 - 330 of 2682 results for "Practices"

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... this proposal is that the NCAs of today can become the professional financial advisers of the future," she said. Advice practices can too leverage NCAs to advise children or the grandchildren of existing clients. "Advice firms should have this option. ...

BlackRock, State Street, Vanguard sued over climate stance

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2024
... Texas, claiming the institutions "conspired to artificially constrict the market for coal through anticompetitive trade practices." The lawsuit claims that BlackRock, State Street and Vanguard progressively acquired substantial shareholdings in every ...

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... adviser. I think the difficulty will be in doing both in terms of adoption of technology and change management within practices [and so forth]," he said. The big challenge to platforms such as CFS, HUB24, Netwealth, North and so forth, he predicts, is ...

Treasury consults on new crypto tax laws

ELIZA BAVIN  |  FRIDAY, 22 NOV 2024
... jurisdictions have implemented the CRS and financial markets have continued to evolve, giving rise to new investment and payment practices." The OECD worked together with G20 countries to conduct the first comprehensive review of the CRS in consultation ...

AustralianSuper to pay $4.2m for delayed claims handling

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... super trustees to ensure they are processing death benefit claims efficiently, saying it has seen "consistently weak" practices and "operational failures." ASIC put super funds on notice, writing to chief executives to express its concerns over death ...

Northern Trust launches new solution for insto investors

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... solutions. Clients can access these services globally, either on a component basis - to complement their current in-house practices - or as part of a broader suite of collateral management solutions." Meantime, CloudMargin chief executive Stuart Connolly ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more clients than their peers in a competitive landscape where demand for advice is growing. However, although demand ...

ASIC flags 'consistently weak' claims processes

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2024
... super trustees to ensure they are processing death benefit claims efficiently, saying it has seen "consistently weak" practices and "operational failures." ASIC has put super funds on notice, writing to chief executives to express its concerns over death ...

Chalmers unveils new superannuation reforms

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... retirement outcomes reporting framework will also commence in 2027. There will also be voluntary principles and best practices for retirement product design. "These principles will guide the superannuation industry in designing modern, high quality retirement ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... private equity, real assets, and other opportunities. Liquidity and capacity concerns overall are alleviated through sound practices in liquidity management, valuations governance, and regular stress-testing," it said. And while the fund's growth ambitions ...