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Showing 411 - 420 of 2682 results for "Practices"

New framework for investors to navigate AI released

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... filterable questions to facilitate detailed analysis and engagement with company management on AI implementation and RAI practices. Alphinity head of ESG and sustainability Jessica Cairns said it was important to proactively investigate and understand ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... clients. He will be focused on enhancing JANA's presence and forming relationships with non-profits, endowments, and wealth practices in Australia. JANA said Chebli is a seasoned investment professional with more than 20 years of experience across a ...

Auditors lambast mandatory climate reporting requirements

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... early to be prepared," he said. "This means considering and putting into place the systems, processes and governance practices that will be required to meet new climate reporting requirements. It means ensuring you adopt the necessary practices to avoid ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... acquisitions included Insignia Financial selling Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. Count finalised its takeover of Diverger last month.

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 ...