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Showing 341 - 350 of 1553 results for "Technical"

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... and provides dealer group services to financial advisers such as licensing, risk management, education and training, technical support, and practice management and development services. In July, it completed the acquisition of Sentry Group, adding around ...

North educational hub registers 5000 users

KARREN VERGARA  |  MONDAY, 23 AUG 2021
... personal development, including practice management, personal wellbeing and resilience, investment, client engagement, technical strategies, and leadership. AMP Australia director of platforms Edwina Maloney said: "Providing advisers with access to quality ...

Advised clients 5.2% better off

KARREN VERGARA  |  WEDNESDAY, 18 AUG 2021
... study also shows advisers that their value goes beyond choosing the appropriate mix of asset classes - it quantifies the technical and emotional guidance of an adviser to deliver services and value above and beyond investment-only advice. Yates added ...

ASIC outlines approach to reforms amid uncertainty

JAMIE WILLIAMSON  |  FRIDAY, 13 AUG 2021
... still awaiting final guidance which won't come until close to the date of implementation. The approach extends to technical or inadvertent breaches only, with Longo saying the regulator will act where it sees firms not acting in good faith or causing ...

Economic recap: Week to August 6

BENJAMIN ONG  |  MONDAY, 9 AUG 2021
... Yoshihide Suga's administration and the Bank of Japan's (BOJ) need to something and soon. More so, given the technical revisions in Japan's inflation measure. As a result of changing the base from 2015 to 2020, Japan's +0.2% annual headline ...

Natixis hires sustainable investing lead

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
... branch. She served as s French foreign trade adviser from 2014 to 2020 and is a member of the CFA Institute's ESG technical committee. Natixis is targeting to have â,¬600bn of its assets under management to be categorised as sustainable by 2024 ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... platforms and advice divisions. Pringle has also served as co-chair of the Australian Sustainable Finance Initiative (ASFI) technical working group on meeting community expectations. Pringle has been working at Maple-Brown Abbott for 12 months on a maternity ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... of time when the advice industry is undergoing major change," Hamilton said. He joined BT in 2008 as senior manager, technical consulting and went onto senior manager advice strategies & knowledge. Ashenden was previously head of technical consulting ...

Padua appoints chair

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
... company that is solving many problems faced by the financial advice sector.The founders are sector experts with great technical skills and I am looking forward to working with Matt and Anne-Marie," he said. "Under the founders' guidance, Padua has developed ...

Robinhood hit with record-breaking fine

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
... approval bots" to approve customers for options trading but provided very limited oversight. The third breach saw several technical outages that the platform failed to address. The most serious outage occurred between 2-3 March 2020, when Robinhood's ...