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Showing 351 - 360 of 2650 results for "Practices"

New NALE rules, AFCA's super powers passed

KARREN VERGARA  |  THURSDAY, 27 JUN 2024
... executive Mary Delahunty welcomed the changes she described as "sensible revision". "This change properly reflects the practices of superannuation funds when services are provided at a less than market rate. In effect the revision re-balances an integrity ...

New inspector-general of taxation appointed

ELIZA BAVIN  |  MONDAY, 24 JUN 2024
... oversight and investigation of the Australian Taxation Office (ATO) and Tax Practitioners Board's (TPB) administrative practices". "The government would also like to thank the outgoing IGT, Ms Karen Payne, for her service and contribution leading the ...

ASIC calls out licensees: 'We will take action'

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... performance? (Report 779) which was released in February, shows there was more work to do. "In this report, we examined the practices of advisers, licensees and superannuation trustees in situations where choice products had persistently underperformed ...

Palisade Real Assets wins mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... mitigate climate change, reduce waste, and provide renewable energy solutions while contributing to carbon negative practices. "We have been working with the Palisade Real Assets team to establish BioticNRG and ensure it fits ABP's commitment to ...

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 ...