Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 521 - 530 of 2685 results for "Practices"

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
... Federal Court this morning has ruled in favour of disgruntled AMP Financial Planning advisers who saw the value of their practices deteriorate after the parent company controversially changed its Buyer of Last Resort (BOLR) rules. In handing down its ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI  |  TUESDAY, 4 JUL 2023
... members of the leadership teams of PwC's Government Health Infrastructure and Defence (GHID) and Trust and Risk (T&R) practices will lead Scyne Advisory in the short term. Allegro said its own partners will also support the interim leadership team during ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... community resonated with us," he said. "We are passionate about collaborating with our peers, enabling us to share best practices and we will have greater opportunities to achieve this through Count." Just last week, two Adelaide financial advice practices ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... capital are justified. Commenting on the transitional equity model, Diverger said the idea is to partner with advice practices looking to corporatise their business model, achieve scale, execute a succession plan, or drive future growth. It added, the ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...

ASIC nudges trustees on member fund compliance

ANDREW MCKEAN  |  TUESDAY, 27 JUN 2023
... responsibilities, ASIC's review identified compliance gaps. In fact, all but one of the 12 trustees failed to ensure their practices or disclosure aligned with their legal obligations. "While no significant individual member impact was identified in ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows that AMP Financial Planning received the most complaints among the ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... continued to invest in its platforms, specifically Panorama, with the aim to enable greater efficiency in advisers' practices. Among other things, this included the BT Panorama Online Service Request Tracker, major upgrades to its app, and the introduction ...

CEFC backs agriculture investment platform

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUN 2023
... production and enabling them to remain competitive globally. The platform will showcase market leading sustainable land practices to farmers across multiple production and climate regions, offering a pathway to reduce their carbon footprint." The platform ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... advisers to ensure North provides functionality which makes the most meaningful difference to how they operate their practices and deliver advice." Maloney said this is why AMP has prioritised an uplift to the ROA process. "Our enhanced MyNorth Lifetime ...