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Showing 711 - 720 of 4958 results for "Practice"

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
... might be well known and respected among their peers, viewed as role models in the way they conduct their professional practice, or successful business owners, award-winners, policy influencers, mentors, and financial educators. Last year, Financial Standard ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
Diverger acquired a stake in Melbourne-based Paragem advice firm Atkinson Saynor Private Wealth, using its transitional equity model. Earlier in the year, the firm highlighted the importance of more transformational transactions and said this would ...

Trustees must do better on account consolidation: ASIC

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... funds. "By comparison, trustees that implemented robust reporting, review and auditing procedures demonstrated better practice. For example, one trustee required monthly reports from their administrator detailing the volume of duplicate accounts, and ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...

ASIC nudges trustees on member fund compliance

ANDREW MCKEAN  |  TUESDAY, 27 JUN 2023
ASIC is appealing for superannuation trustees to adhere to their legal responsibilities concerning member funds following a review of 12 trustees. A recent review by ASIC revealed that most aren't meeting their legal responsibilities for managing incoming ...

Rest appoints WTW as asset consultant

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
... assisting Rest on its journey, helping the fund to continue delivering improvements for members through the key areas of best-practice governance and sustainability. "Our global footprint, working with many major asset owners around the world, gives ...

Morrison Securities pays infringement over DTRs

CHLOE WALKER  |  THURSDAY, 22 JUN 2023
... aberrant orders. It said that having DTRs manually review such a large volume of trades per day "is not best industry practice." In March, Sequoia Financial Group offloaded 80% of its stake in Morrison to New Quantum Holdings. At the time, Sequoia's ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
Financial advisers from large aligned AFSL groups bear the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows ...

Super funds ready to offer advice: Podcast

CASSANDRA BALDINI  |  THURSDAY, 22 JUN 2023
... how and what to charge members for advice. And he said ASFA won't be offering guidance to its member funds on best practice. "We don't play a role in terms of setting prices for funds, that is ultimately a matter for themselves. What the minister ...