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Showing 571 - 580 of 2630 results for "Practices"

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 ...

ASIC bans Sterling & Freeman director

ANDREW MCKEAN  |  WEDNESDAY, 7 SEP 2022
... providing financial services and engaging in credit activities (19-181MR). ASIC found Saman had been involved in business practices that were fraudulent, misleading or otherwise improper. This banning followed an investigation by ASIC into Saman's conduct ...

Nanuk welcomes senior investment analyst

CASSANDRA BALDINI  |  MONDAY, 5 SEP 2022
... sustainably themed responsible investments specifically, investing globally in listed companies whose activities and practices contribute to or benefit from the transition to greater global sustainability.

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
... retaining higher value clients," Investment Trends said. Also commenting, research director Dougal Guild said: "Overall, practices' net profit margins are moving in the right direction. "Advisers are refocusing efforts on new business post the COVID ...

Insurers are 'fishing' for non-disclosures: ASIC

ANDREW MCKEAN  |  FRIDAY, 2 SEP 2022
... income insurance claims has determined that more work is needed by insurers to ensure customers are protected from unfair practices. ASIC has longstanding concerns about the potential consumer harm resulting from the overuse of intrusive claims handling ...

Perth Mint faces AUSTRAC probe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... executive Jason Waters said: "The Perth Mint is constantly identifying areas of improvement including addressing historic practices that are no longer fit-for-purpose and updating the way we engage with our customers." "We support the regulator's ...

CEFC invests in Macquarie cattle station fund

CHLOE WALKER  |  MONDAY, 29 AUG 2022
... 30% by 2030, in line with the Global Methane Pledge. To do so, Paraway will trial and showcase new technologies and practices to cut emissions, including altered herd management and genetics selection, changes to feed additive and farm practices, vegetation ...

ASIC tells super trustees to improve TMDs

ANDREW MCKEAN  |  MONDAY, 29 AUG 2022
... (TMD) for their products. The regulator's request follows a sample review of trustee compliance that found some poor practices. ASIC reviewed a sample of 55 TMDs prepared by 27 superannuation trustees across the industry, retail, corporate and public ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... dropped to 798 from 1047 and employed fell from 256 to 296. Insignia said this was primarily due to the loss of smaller practices in the self-employed channel that are not able to transition to the new sustainable advice model. In a presentation to investors ...