Search Results | Showing 41 - 50 of 2980 results for %22Professional Year%22 |
| | ... participant, serving borrowers and investors with integrity and transparency." Wells said the same themes underpinned the three-year period prior to this inaugural term deal. He also revealed that ORDE is preparing to launch an innovative and "much needed" ... |
| | | Australian Ethical has reported a strong half-year financial result, with revenue increasing by 33% to $48.5 million and its underlying net profit after tax (UNPAT) jumping 71% to $8.5 million. The ethical investment firm's funds under management ... |
| | | ... walk [away from the client relationship] but it's particularly setting you up to protect against an AFCA complaint, professional indemnity insurance complaint (PII), or even an ethics complaint," he said. Every three years, advisers should offer clients ... |
| | | ... "The cost of an attack can be devastating. It can be devastating for your client relationships, devastating for your professional reputation, and devastating for your business valuation." Jack said it's not a matter of 'if' but 'when' an attack will ... |
| | | ... money right now, but this is an unindexed cap and this cohort has decades of working and saving left, she pointed out. A 35-year-old today, for example, is dealing in a different world of contribution caps to a 65-year-old as contribution caps are much ... |
| | | ASIC is putting the pressure on financial advisers to provide appropriate SMSF advice using "professional judgment", as the regulator flags serious instances of misconduct it wants to curb. At the annual SMSF Association National Conference, ASIC senior ... |
| | | The SMSF Association announced that Scott Hay-Bartlem has been reappointed as its chair and will serve another two years. Hay-Bartlem joined the association as a director in July 2019 and was appointed chair in February 2022. With a background in law ... |
| | | Funds SA has appointed a new investment professional to sit within the responsible investment team. The investment arm of the South Australian government has welcomed Kana Thorpe to the newly created role of assistant portfolio manager for responsible ... |
| | | ... receiving financial advice tend to perform better. "It's always been our mantra that SMSF trustees should get professional advice," Burgess said. |
| | | Next week, self-managed super fund professionals can leverage what APRA-regulated funds are excelling in as well as learn about critical issues affecting the sector from a suite of experts, according to the SMSF Association (SMSFA). Heffron SMSF Solutions ... |
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