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Showing 31 - 40 of 2626 results for "Practices"

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... specialist. Srinivasan oversees the distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. Abraham works alongside the account managers and business development team to support advisers ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... risk-on reflation and risk-off inflation, with geopolitics setting the tempo and regime transitions compressing the time practices have to respond. "After more than three decades in markets, what separates practices that compound well for clients from ...

ASX declares CHESS clearing services ready

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
... released a damning final report into the ASX, focusing on governance, capability and risk management frameworks and practices across the group. The panel conducted more than 140 stakeholder interviews, reviewed submissions and an expert technical report ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
A new standard from the Financial Services Council aims to strengthen governance practices across superannuation platforms, including limiting unadvised members to simpler investments, enhancing due diligence of options, and greater oversight of advisers ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... valued on a multiple of recurring revenue, and while this approach remains common for smaller client registers, larger practices are increasingly being assessed on profitability, scalability, and operational efficiency. "EBIT-based valuations focus on ...

Super Consumers Australia raises concerns over Treasury reforms

RIDDHIMA TALWANI  |  THURSDAY, 9 APR 2026
... executive Xavier O'Halloran said reforms need to focus on preventing harm before it occurs. "Dodgy lead generation sales practices allowed the harm to spread at an industrial scale. Disrupting this business model should be the highest priority. The most ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... opportunities to grow the business, through both referral partnerships and the further acquisition of existing advice practices nationwide. "As part of our growth journey, we are always looking at opportunities to broaden our reach across Australia ...

ASX is 'compromised' and 'lacks aspiration': Final report

ELIZA BAVIN  |  THURSDAY, 2 APR 2026
... released a damning final report into the ASX, focusing on governance, capability and risk management frameworks and practices across the group. The panel conducted more than 140 stakeholder interviews, reviewed submissions and an expert technical report ...

APRA imposes additional licence conditions on Fiducian

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
... the regulator follows a thematic review of Fiducian's investment governance, strategic planning and member outcomes practices. It identified deficiencies in its onboarding practices for new investment options, monitoring and reporting of them, managing ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... has joined the firm as senior asset consultant, supporting the development of new investment mandates across advice practices and institutional partners alongside Akambo managing director Joe Akiki. Tomkins will work with investment committees, principals ...