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Showing 681 - 690 of 4957 results for "Practice"

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively. The ASX-listed firm named Amara Haqqani as its chief operating officer for wealth in Australia and New Zealand ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... Partners has been serving affluent clients in Western Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks ...

State Street brings Fund Connect ETF Portal to Australia

ANDREW MCKEAN  |  TUESDAY, 1 AUG 2023
State Street has introduced its Fund Connect ETF Portal to the Australian market, facilitating the creation and redemption of exchange-traded funds (ETFs), acting as a central platform for accessing issuers. State Street flagged in May last year that ...

QIC buys Packhorse's last pastoral property

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
Queensland Investment Corporation (QIC) has purchased the last asset in the Packhorse portfolio as it continues to grow its natural capital platform. The Stuart's Creek property, located north-west of Roma, was sold by Packhorse as a beef grazing operation ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... all the cyber teams working for them." To prevent cyber-crime, Jack encourages advisers to look at three key areas of practice: technology, training, and testing. "Firstly, setting the tech is an essential. Secondly, we look at training the teams, or ...

Mercer picked to advise Pengana Credit

CASSANDRA BALDINI  |  WEDNESDAY, 26 JUL 2023
... plan to change that with Mercer's support, along with the backing of Soul Patts." Mercer's alternative investments practice advises on US$164 billion in global alternatives assets, with 240 investment professionals dedicated to alternative asset ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... Robert DeDominicis said: "The acquisition positions GBST perfectly to capture a significant share of the growing advice practice management, digital and hybrid advice markets through the delivery of its market leading cloud-based portfolio of solutions." ...

Credit Suisse fined $575m by regulators

CASSANDRA BALDINI  |  TUESDAY, 25 JUL 2023
US and UK regulators have imposed fines of $575 million (US$388 million) on the bank for risk management and governance failures related to the collapse of Archegos Capital Management. The US Federal Reserve has issued Credit Suisse a $394.84 million ...

Treasury to 'modernise' individual tax residency rules

KARREN VERGARA  |  MONDAY, 24 JUL 2023
... modernise and simplify the rules following a review from the Board of Taxation in 2017 and align Australia with international practice. Under the board's proposed model, the primary test will be a simple "bright line test" whereby a person who is physically ...