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Showing 601 - 610 of 2687 results for "Practices"

Delayed reforms put pensioners at risk: OECD

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... barriers preventing employers from establishing pension plans. Another area of focus in the outlook pertained to good practices for developing mortality tables for retirement income arrangements. It asserted that mortality assumptions are a key factor ...

North adds new managed portfolio capability

CASSANDRA BALDINI  |  FRIDAY, 2 DEC 2022
... new managed portfolio offering, Buy, Badge, Build, for advisers and their clients. Buy, Badge, Build will allow advice practices to choose from North's menu and customise their own branded managed portfolios. North explained its scale assists advisers ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... CFS Edge will sit at the heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies ...

Marketing oversight must improve: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
... ASIC named and shamed more responsible entities in need of improving their oversight of investment managers' marketing practices, raising concerns over five funds totalling about $705 million in assets. Ongoing ASIC surveillance identified concerns with ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... platform will sit at the heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... policies and procedures, to avoid providing investors with information about these products that differs from their practices." The SEC added that the action reinforces the need for firms to develop and adhere to policies and procedures over their investment ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices and will be available to both Fortnum's aligned practices and external businesses. Fortnum explained the program's first step ...

AFCA secures $900m in compensation

CASSANDRA BALDINI  |  MONDAY, 21 NOV 2022
... role is not just in resolving disputes but also about working with the financial services industry to help it improve practices A Treasury-led review found AFCA was "performing well in a difficult operating environment and a changing regulatory landscape." ...

Super funds told to report asset valuations more frequently

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... Investment Governance (SPG 530) also includes additional guidance on liquidity management, stress testing, and valuations practices. APRA said it expects that an RSE licensee would demonstrate adequate liquidity management practices equal with the nature ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... The new draft prudential guidelines lay out new requirements for liquidity management, stress testing and valuations practices.