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Showing 721 - 730 of 2630 results for "Practices"

ROAR launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... questions to their adviser. ROAR chief executive Kevin Liao said DynamicDocs is designed to help advisers run more efficient practices, manage compliance obligations and build a scalable proposition for low account balance clients. "The latest round ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... our clients' advice as part of their document preparation, which will be of particular benefit to small or emerging practices and IFAs. This means our clients can create advice documents faster than ever before, but with the robustness expected of leading ...

Super fund member meetings under the spotlight

KARREN VERGARA  |  FRIDAY, 6 AUG 2021
... fund performance and fees; the impact of COVID-19; and the superannuation guarantee. As a result, ASIC expects improved practices across all super funds in three main areas. As good practice, they should provide clear information to members on how to ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... value proposition can tap into an unmet and growing demand that leads to significant growth and profitability for advice practices." After completing the survey, the client will be provided with a life score that highlights which values matter to them ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... leaving the network. He also added that a BOLR mechanism is no longer required, given the strong M&A market for advice practices in Australia. While further advice practice exits are anticipated before the conclusion of the December 31 buyback arrangements ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... current formula to calculate the levy is not equitable or sustainable, and must be reviewed immediately before more practices are forced to close, the chief executive of the Financial Planning Association of Australia Dante De Gori said. "The ASIC industry ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... brings a unique perspective to Madison as he has been an adviser, but also supported advisers in building successful practices. "His expansive knowledge will strengthen the Madison community and our team, and we are thrilled to welcome him aboard," she ...

Greenwashing scrutiny needed: Evergreen

ELIZABETH MCARTHUR  |  FRIDAY, 23 JUL 2021
... environmental risks and opportunities or their funds promotion of ESG-focused investment products accurately reflects their practices in this area."

ASIC consults on anti-hawking rules

KANIKA SOOD  |  THURSDAY, 22 JUL 2021
... on consents from consumers." She said the guidance gives additional clarity on how the changes may affect commercial practices, systems and processes. "This will help industry prepare for compliance with the new regime once it commences," she said. In ...

Jennison hires head of ESG

ELIZABETH MCARTHUR  |  MONDAY, 19 JUL 2021
... role is a newly created position at the manager, demonstrating a renewed focus on ESG. Mascotto will promote ESG best practices, drive ESG reporting efforts, and seek to ensure a fully supported ESG system and infrastructure to meet client needs. He ...