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Showing 341 - 350 of 2629 results for "Practices"

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 ...

Spaceship appoints new chief risk officer

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2024
... exciting time in its journey. I look forward to collaborating with the team to further strengthen our risk management practices and contribute to the company's continued growth and success." His appointment comes about a year on from ASIC placing ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Marsh McLennan and has previously held roles with Shadforth Financial Group and MLC in addition to five years in advice practices. Finally, Nathan Caccamo has been appointed to the position of business development consultant, joining from Marsh where ...

CalSTRS appoints chief investment officer

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... ever-changing financial markets. "I am committed to driving excellence in how we invest, including advancing sustainability practices and promoting diversity across CalSTRS, our portfolio companies, partners and the industry," he said. Before joining ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...

FAAA calls for 'fairness' ahead of Budget

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... financial advice more affordable," she said. "Many of our members are sole traders or work in small and medium-sized practices, the cost of providing advice remains of high importance."

'Just do what you say you'll do': ASIC's message to trustees

JAMIE WILLIAMSON  |  FRIDAY, 10 MAY 2024
... their members as customers and consumers," Constant said. She reinforced that the report, which identified concerning practices, is not ASIC taking a view on advice. "We understand the importance of advice and supporting people in retirement - it's ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... advisers with poor conduct, including those using cold calling operators, may move rapidly between licensees. Better practices focused on maintaining intelligence and watchlists on advisers and interrogating information to better protect members' superannuation ...