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Showing 21 - 30 of 170 results for "Practice of"

Rest switches up recruitment focus

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... uncertainty. Hobby horse That said, if it's going to get harder for super funds to beat a CPI-plus target, then the practice of applying inflation objectives to short-term products may need a rethink. In Lill's view, the industry should keep ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... clients and the financial planning profession more broadly," Abood said. Meanwhile, the winner of the FPA Professional Practice of the Year Award was Alman Partners based in Mackay, QLD. According to the FPA, the judges selected Alman Partners based ...

FSC guidance looks to eliminate greenwashing

ANDREW MCKEAN  |  WEDNESDAY, 3 AUG 2022
... strategy." The FSC also addressed greenwashing considerations for investment managers. ASIC defines greenwashing as the practice of misrepresenting the extent to which a financial product or investment strategy is environmentally friendly, sustainable ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... there who have been making a positive impact for many years," Creasy said. Other award winners were: FPA Professional Practice of the Year Award: Apt Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions (QLD) FPA Financial Planner AFP ...

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
For the fifth year in a row, RI Advice awarded its Practice of the Year Award to Pride Advice. Pride Advice is the only multi-year award winner in the group's history and recognises its excellence, leadership and performance. "In an extremely competitive ...

AMP trims platform fees

KANIKA SOOD  |  THURSDAY, 6 MAY 2021
... in response to AMP's intent to "compete strongly and transparently" across its wealth product range, and to the practice of competitor platforms using rate cards to attract advisers. "The fee reductions we have announced across our platforms should ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

Sequoia completes acquisitions

ANNABELLE DICKSON  |  TUESDAY, 2 FEB 2021
... cents and a payment of $300,000 if the books revenue increases over the first 12 months. First Option is the largest practice of the three and its employee John Blangiardo has agreed to become an employee of Interprac for two years with two further extensions ...

WTW names new head of retirement

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... take on the position effective immediately, after rejoining WTW in 2017 when it acquired the Australian actuarial practice of Russell Investments. She has 30 years' experience, having commenced her actuarial career with WTW as a graduate before becoming ...