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Showing 641 - 650 of 2631 results for "Practices"

Trustees to be quizzed on climate risk management

JAMIE WILLIAMSON  |  THURSDAY, 3 MAR 2022
Many superannuation funds will soon be asked to self-assess how their current practices align to the prudential regulator's guidance on managing the financial risks of climate change. APRA will soon be sending a voluntary survey to medium-to-large ...

IOOF reveals first results as Insignia

ELIZABETH MCARTHUR  |  THURSDAY, 24 FEB 2022
... advisers, Mota said the losses were to be expected. "Inevitably we are seeing some adviser losses, particularly as smaller practices are challenged by the new industry settings. Pleasingly, we are retaining significant amounts of advised clients from ...

CalPERS names new chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 23 FEB 2022
... following the resignation of Ben Meng who was accused of failing to fully comply with the California Fair Political Practices Commission in regards to financial disclosures. It was alleged under his leadership that the fund had invested in companies ...

BlackRock strengthens Australasia, APAC leadership

CHLOE WALKER  |  WEDNESDAY, 23 FEB 2022
... sovereign entities, pension funds, banks, insurers, asset managers, asset consultants, family offices and financial advice practices," BlackRock said.. Across the Pacific, Hiroyuki Shimizu has been named as head of institutional for Asia Pacific, starting ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... reporting, data security and integration, all in a concerted effort to support the continued digitisation of adviser practices and their compounding compliance burden," she said. Platforms have also been open to adviser feedback, making several changes ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... solutions more than product options, and I think this an exciting opportunity to offer something uniquely powerful to advice practices." NEO chief executive Rudi Engelbrecht will join the new company as group chief operating officer. "WealthO2 and NEO ...

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... some 82% of financial advisers are looking for such solutions. "Also driving the demand for managed accounts are advice practices that had used BT Wrap primarily as their main platform and have since taken the opportunity to implement managed accounts ...

CFA Institute says focus on culture

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... difficult for some organisations, it is important that employers focus on employees' performance, promote inclusive work practices, and adopt a strong focus on values including trustworthiness. "Culture is shaped by top-down organisational messages and ...