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Showing 561 - 570 of 4963 results for "Practice"

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Hostplus rejects anti-competitive behaviour claims

KARREN VERGARA  |  TUESDAY, 12 MAR 2024
... specific aspect of workforce management platforms relating to the employees' selection of super fund. Specifically, the practice of platforms limiting super fund choice within the platform to those that have undisclosed commercial arrangements with ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... increase in the value of the ASX / S&P 200 Accumulation Index, giving an annual growth rate of 12.11% in 2023," Milliman practice leader, Australia Victor Huang said. "The subsiding inflation data, receding recession risk, along with the tech sector ...

MSC Trustees nabs Equity Trustees general manager

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
Making the jump from Equity Trustees, Kylie Holbrook has joined MSC Trustees as general manager, funds. MSC Trustees said the appointment marks an expansion of its Sydney team, with Holbrook taking on a leadership role. She spent the last 12 years at ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Business ready IV found that the roles of PDMs and BDMs, while costly in terms of salaries, can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... consent capture" to enhance efficiencies without compromising compliance or raising costs. "This supports compliance practice and minimises interaction oversight to improve accuracy in client communication and disclosure consent," GBST said. GBST head ...

Rest awards impact mandate

RACHEL ALEMBAKIS  |  TUESDAY, 27 FEB 2024
Rest is $150 million closer to reaching its impact investment target after allocating to a listed equity fund. Rest has invested in an international listed equities strategy run by Ninety-One, which "aims to achieve long-term total returns by investing ...

Financial services 300x more likely to get hacked: Expert

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... think of their client's data akin to a precious diamond. "If you could imagine the lifetime value of a client in your practice, wouldn't it be that of a precious gemstone? And if that's the case, then you can relate to the fact that you might lose that ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
When it comes to incorporating artificial intelligence (AI) and big data into an financial advice practice, it's imperative to have a plan in place, according to Netwealth head of marketing Andrew Braun. Addressing the crowd at the SMSF Association ...