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Showing 671 - 680 of 2630 results for "Practices"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... managed accounts are seeing the efficiencies - particularly in not having to do Records of Advice. "There are not many practices that have been able to implement a managed accounts solution across all clients," he said. "It's the adoption of the ...

WTW Australia names head of sustainable investment

JAMIE WILLIAMSON  |  WEDNESDAY, 24 NOV 2021
... portfolio strategies for our clients. Given the greater emphasis across institutional investing for more sustainable practices and the wider commitment to net zero, this new role is a logical progression for him," WTW Australia head of investments Aongus ...

Packhorse names ESG head

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
... "Packhorse is accumulating rural land on a mass-scale across Australia so the opportunity to implement regenerative practices based on science and deploy significant carbon sequestration projects is extremely exciting," Mitchell said. "The expansive ...

APRA questions trustees on financial resilience

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... or paying fines. APRA is seeking feedback on the use of the operational risk financial requirement (ORFR), reserving practices, and protections afforded to trustees via insurance, and how these might need to adapt over time. The discussion paper outlines ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from across Australia. The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding ...

E&P Financial Group director steps down

ANNABELLE DICKSON  |  WEDNESDAY, 17 NOV 2021
... addition to his sound judgement, Kevin's leadership of the PNR Committee encouraged further development of policies and practices that will greatly benefit E&P into the future." Meanwhile, E&P chief executive Peter Anderson has been appointed as managing ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... and seniority join our team as we continue to build Warakirri's relationships with family offices, financial advice practices and high-net-worth clients," Warakirri managing director Jim McKay said. "Ben's strong network, coupled with his significant ...

APRA finalises framework for insurance in super

ELIZABETH MCARTHUR  |  FRIDAY, 12 NOV 2021
... arrangement. In addition, APRA has tightened the prudential framework to emphasise that trustees must be alert to any business practices or terms and conditions in insurance arrangements that may not be in the best financial interests of beneficiaries. ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... BT Select or BT Open), with the head of the offering to depart BT to start an independent service for self-licensed practices. Kon Costas, who has been with BT for a decade and is head of the BT Practice Principals' Community, will establish an independent ...