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Showing 331 - 340 of 2626 results for "Practices"

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings before interest and tax (EBIT) margins that ranged ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... comprehensive plan in place. This includes implementing robust data security and privacy measures, adhering to best practices, and following regulatory guidelines. "Firms should establish clear AI governance frameworks, ethical principles, and risk management ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
Fiducian Financial Services has added two practices based in Victoria and the Northern Territory to its network. Gurbinder Gill, the principal and financial adviser of Gill Private Wealth, which operates in Victoria's Burwood, joins the ASX-listed firm. ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
... age bracket received higher prices over the previous 12 months. He pointed to the supply and demand curve with fewer practices selling or coming to market. "The COVID pandemic and changes in regulations (2020-22) saw a substantial exodus of financial ...

Most in-demand skills for financial services workers

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... insurance has mainly focused on mid-to-senior roles in customer experience and personalisation, driven by better digital practices, newer technologies, and more robust customer data and insights. In-demand skillsets include those related to digital transformation ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... firm that specialises in providing multi-asset portfolio management and investment consulting services to wealth advice practices and superannuation funds. The new Activam options include Activam Conservative and Income Portfolio, Activam Moderate Portfolio ...

APRA warns entities on adequacy of backup systems

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2024
... Australian Signals Directorate. "APRA notes through recent supervisory activities that although many entities have backup practices in place, APRA has observed common problems that can limit the usefulness of these backups in restoring systems during ...

Preqin launches new term intelligence tool

ELIZA BAVIN  |  FRIDAY, 31 MAY 2024
... an internal database of LPA terms that they have previously worked on, they may provide limited insight into market practices because they only have access to their own firm's past records. "Now with Term Intelligence, investors can conduct thorough ...

Super pool jumps to $3.9tn

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... calculated in its discussion paper. APRA will focus its activities assessing trustees' policies, processes, and practices in delivering good member outcome to enforce Prudential Standard CPS 230 Operational Risk Management, and transparency in administering ...

APRA hits Mercer with additional licence conditions

ELIZA BAVIN  |  TUESDAY, 28 MAY 2024
... Mercer said. "We had a program of work underway to accelerate the transformation of our risk management culture and practices, our business continuity planning and management of service providers. We will continue to work closely with APRA to finalise ...