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Showing 41 - 50 of 2626 results for "Practices"

Super funds must protect members, says Kirkland

MATTHEW WAI  |  FRIDAY, 27 MAR 2026
... why an investment option was made available to members. He said trustees should have processes in place to identify practices that may cause harm to any super balance, including from inappropriate advice fee charges, and is currently undertaking a review ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... Federal Court for failing to put Shield on a watchlist. "You should have processes in place that allow you to identify practices that may result in the erosion of super balances, including from inappropriate advice fee charges," Longo lectured the sector ...

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... distribution advantages of industry funds. "Meanwhile, mega funds - with more sophisticated reserving and capital management practices - now have some access to capital, a historic advantage for retail funds. Funds with stronger new member growth and ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... for their objectives," Blewitt said. The report also found that adoption is highest among larger and more profitable practices. Around two-thirds of advisers from practices reporting net profit margins above 30% are using managed accounts. "As managed ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... superannuation funds who received advice to select such APRA-regulated superannuation funds from the three terminated advice practices, noting InterPrac's exposure to these failures was entirely within APRA-regulated super funds and not on a direct ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... deliver an advice platform for the intelligence era formed part of the group's broader 'Road to 200 strategy' to help practices scale up and boost the number of clients they could efficiently serve. He added this is the most significant technology offering ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... spectrum towards index managed portfolios. However, North added the next advent for managed portfolios will see more practices shift towards providing access to non-traditional asset classes like private markets that can offer greater sources of return ...

VFMC names head of people

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
... leadership team. As head of people, she is responsible for developing and delivering the people strategy, initiatives and practices of the organisation. She first joined VFMC in 2017 as senior manager - people. She has previously worked for RMIT University ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... are selling for as much as 7.5x EBITDA. Centurion Market Makers said while some things have changed in recent years, practices are still selling on a mix of profit multiples and recurring revenue multiples. While buyers ultimately seek profit, they typically ...

Cbus calls for tax reform on TPD payouts in pre-Budget submission

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... operators continue to exploit gaps and grey zones in the system - leaving members exposed to financial products and practices that service profit, not people," the submission said. "We encourage the government to prohibit lead generators from targeting ...