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Showing 561 - 570 of 2628 results for "Practices"

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... of advisers and their clients are changing, we must also continuously evolve our proposition to support our aligned practices," he said. "Jason is well respected across the industry, and he is a great addition to our team." Gapps commented on the appointment ...

US state public pensions fragile: Report

ANDREW MCKEAN  |  TUESDAY, 11 OCT 2022
... meaningful influence on the trajectory of plan funded status. Meanwhile, it was reported that there are no consistent practices for providing inflation protection to public employee retiree benefits. Even within states, it was said that there are often ...

FPA seeks broader scope for CSLR

CHLOE WALKER  |  MONDAY, 10 OCT 2022
... expiration of the ASIC levy freeze." The FPA added that many practitioners are sole traders or work in small and medium-sized practices, so their ability to absorb additional regulatory costs is extremely limited.

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... insights from the thematic review will assist all trustees as they evaluate and improve their outsourcing management practices, especially given the higher governance and decision-making expectations established by the Your Future, Your Super reforms ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... two years. Further, over a quarter of firms believe it's a technology that will have the greatest impact on advice practices in the next five years. The report concluded with off-platform asset management and said its usage to manage non-custodial ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... experience, Esler recounted that Padua has received 'chicken scratch' ineligible handwritten documents from some advice practices that want a SOA written on its behalf. "We need more quality and I believe that technology and software solutions are able ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... quality of the investment managers we partner with, our technology platform, and the service the North team provide advice practices in implementing investment strategies for clients." Meanwhile, Cboe Australia chief executive Vic Jokovic said: "We are ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... consideration around legislative changes impacting and increasing the services required to support advisers and their practices. Commenting on his appointment, Osborne said that Libertas is a quality licensee, and he looks forward to continuing the culture ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... automated service request tracker and can track over 50 different forms and 398 transaction types. It also provides advice practices with a business view of their transactions and forms, saving substantial follow-up time, possibly up to 50 hours per ...