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Showing 501 - 510 of 4957 results for "Practice"

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most financial advisers are happy with the success 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 ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
The rapid expansion of artificial intelligence (AI) applications in the financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions ...

APRA updates industry on operational resilience guidance

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
The Australian Prudential Regulation Authority (APRA) has released its finalised prudential practice guide to help superannuation trustees, banks and insurers strengthen their management of operational risk and improve business continuity planning. ...

Fiducian welcomes two practices

KARREN VERGARA  |  FRIDAY, 14 JUN 2024
... capstone financial planning unit at Deakin University. Paul Blackadder, the principal of Blackadder Finance, an advice practice that also offers loans and insurance broking services. Blackadder Finance is in Northern Territory's Coolalinga and has been ...

Super Members Council renews calls for anti-hawking extension

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2024
... fund members are then charged a massive advice fee and plonked into a poorer performing super product. This predatory practice needs to end." The SMC's comments also follow a recent review by ASIC that found many superannuation trustees are not checking ...

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
... and how they operate and interact with the requirements of the definition in SIS Regulations 1994 Regulation 9AB.2. "In practice, this is determined by the ability of the beneficiary to alter the strategic asset allocation of a particular covered asset ...

Most in-demand skills for financial services workers

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
Recruitment at all levels across most categories in the financial services industry has been lacklustre over the 2023/24 year, but there are some skills highly in demand, according to new data from Perceptor. The one exception has been insurance, which ...

IFM makes North American appointment

ELIZA BAVIN  |  TUESDAY, 11 JUN 2024
... served as an executive director at CCS Fundraising and a management consultant in the global financial services strategy practice at Oliver Wyman. Mody will oversee partnership development with North American clients while strengthening IFM's client ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
AMP North has launched a new tool for financial advisers to support client review reports. The tool, called North Interactive, allows advisers to visualise clients' account and performance information. It provides clear visuals and the capability to ...