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Showing 511 - 520 of 2628 results for "Practices"

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... industry knowledge. "Most of all it's a great opportunity for peer-to-peer learning and acquiring new ideas and best practices." The keynote presentation will be delivered by Mark 'Squiz' Squirrell, a member of the Australian Special Forces who also ...

Lending to small businesses increases: Survey

KARREN VERGARA  |  MONDAY, 20 MAR 2023
... could have a larger impact on SMEs' overall cost of finance compared to large businesses, the RBA said, as small practices generally rely more on bank loans given that they have fewer alternative sources of funding. In CPA Australia's latest survey ...

Spotlight shines brighter on climate reporting: Expert

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... managers, advisers and superannuation funds will be drawn further into the spotlight when it comes to their disclosure practices. "Regulators expect consistency and clarity and the ability to verify that what is being said in product disclosure statements ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... on a smaller scale. Macdonald suggested that advisers could work with educators, technology providers, licensees, and practices to develop programs that make the supervision, recording and assessment of PY requirements easier and more consistent. "When ...

Janus Henderson launches new credit ETF

CHLOE WALKER  |  WEDNESDAY, 15 MAR 2023
... success of our strategy. "To that end, GOOD will invest in debt securities issued by companies with robust sustainable practices and the potential to enhance outcomes for society's wellbeing and the protection of our planet," he said. Meanwhile, Janus ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
ASX-listed firm CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. ...

APRA preserves life insurance prudential standards

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... (MPA)." According to its 2023 supervision priorities in superannuation, APRA said it is focused on rectifying sub-standard practices, eradicating unacceptable performance, and influencing improved retirement outcomes. Board capabilities, tenure, management ...

Advice firms trading at premium: Broker

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... $1 million in fees can sell for over 3x the fee base. One of the most popular transactions in 2022 - financial advice practices that are co-located with a buyer's business - are currently valued at 2.2x-3.2x recurring revenue. The co-location of the ...

First Super awards ESG mandate

RACHEL ALEMBAKIS  |  FRIDAY, 10 MAR 2023
... First Super manages more than $3.6 billion on behalf of 47,000 members. By prioritising companies with sound labour practices and screening out companies with poor records, the portfolio seeks to generate long-term returns while managing social factors ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... so many different products on the market, it's no wonder decision-making can be such a daunting task for advice practices." Meanwhile, according to user research by Investment Trends, advisers are divided on whether platforms or planning software ...