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Showing 361 - 370 of 2628 results for "Practices"

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... introduced the Lumiant Academy and its inaugural course the 'Lumiant Advice Experience' that equips advisers with best practices and strategies to elevate the financial advice experience. In addition to this, Lumiant formed strategic partnerships with ...

Life insurers struggle with code compliance

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... corresponding period. Thirty-one percent related to bad service, and 18% related to policy cancellations and changes, and sales practices and advertising respectively. "While some insurers are reporting more breaches, we identified inconsistency and ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... clients. "We remain committed to delivering tailored solutions and strengthening our offerings across all consulting practices," JANA general manager of investment trusts Leon Tisdell said. "Both Claire and David bring a wealth of knowledge to their ...

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... provides ASIC with an important data set to assist with regulatory decision making, and will drive firms to improve IDR practices," ASIC said.

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... managing a SMSF portfolio underscores not just the importance of professional counsel - but also the need for advisory practices to continually invest in technology that maximises operational and trading efficiencies," Hill said. "It's clear the 'DIY ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
Lower fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... premium businesses in these three transactions, and when we focus solely on the growth aspects, the opportunities for best practices and process refinement that these transactions bring to both our day-to-day operations and our vision for growth are ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... clients. "This includes the ongoing expansion of our managed portfolio offer as we look to partner with more advice practices to create tailored portfolios for their clients," she said. "Likewise, a flexible cash account is important to advisers in implementing ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... widespread adoption of managed accounts by licensees, their advisers, and by their clients is creating efficiencies in advice practices, and benefitting from professional portfolio management and the ability to manage diversified portfolios more effectively." ...

MSC Trustees nabs Equity Trustees general manager

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... for overseeing multibillion-dollar funds under management initiatives and as an expert in regulatory and compliance practices." He added that the group is repositioning following its recent acquisition of Certane Corporate Trust, with plans to strengthen ...