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Showing 691 - 700 of 2630 results for "Practices"

Super funds extend poor disclosure to ESG holdings

KARREN VERGARA  |  MONDAY, 11 OCT 2021
Superannuation funds are extending their opaque disclosure practices to their environment, social and governance commitments. The recent Financial Standard Best Practice Forum on ESG heard that only a small subset of super funds are walking the talk ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
In a bid to expand nationally, Fiducian has helped one of its practices acquire clients with $38 million in funds under advice. Fiducian said it assisted the unnamed practice based in the Albury/Wodonga area by providing support services worth $360,000. ...

Milestone Group launches valuation tool

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... have access to standard libraries of validations, controls, workflows and reporting to demonstrate adherence to best practices, Proctor added. The solution will initially focus on valuing US securities. "The solution addresses a neglected area across ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... "We're delighted to have Greg join our team as we seek to build Copia's distribution footprint with financial advice practices in Queensland," Copia general manager of distribution John Clothier said. "Greg's strong network, coupled with his experience ...

APRA proposes further unlisted valuation rules

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
... superannuation prudential framework. The updates focus on enhancements to stress testing, valuation and liquidity management practices, APRA said, adding that it hopes registrable superannuation entities will meet their obligations to prudently select ...

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... proving popular with clients and advisers." AMP recently added six new partnered managed portfolios (PMP) with advice practices, bringing the total range to 11 and added new risk profile options to the MyNorth Sustainable and Zenith ranges.

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... part of their document preparation. "Importantly, as the number of advised Australians remains static at around 20%, practices using technology efficiently - and with a redeployed paraplanning team providing valuable client relationship development services ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... members to meet the educational requirements and remain in the profession. "Then there are others who have run successful practices but are being overwhelmed by increasing compliance costs and other legislative and regulatory changes impacting on products ...

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... newly launched database found 1689 advisers moved from one employer to another, while the month to August saw 86 switch practices. Year-to-date August figures show that there were 19,096 practising advisers. The adviser movements pipeline shows the movement ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... is in the use of online meeting and digital signature tools, which increased since the onset of COVID-19. Some 75% of practices now use online meeting tools compared to 45.7% in 2020. In terms of digital signatures, 56% of advisers are currently using ...