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Showing 771 - 780 of 4959 results for "Practice"

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... national president Sam Perera will not join the FAAA. "I have decided to refocus my time toward my family, staff and practice who have been patient with my absence whilst I served on the AFA board. I will remain an active member of the FAAA and continue ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN  |  FRIDAY, 31 MAR 2023
A Retail Market Conduct Task Force report, issued by IOSCO, has revealed a series of escalating threats to retail investors. The findings will shape ASIC's strategic priorities concerning retail investor harm, focusing on crypto assets, sustainable ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
... help financial advisers scale their businesses and welcomed Damon Riscalla to the newly created role of national head of practice development. The tools, available on the Betashares website, will initially give financial advisers access to tailored resources ...

ANZIIF chief steps down

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
... industry more generally," he said. A search for her replacement will commence in April. "This paves the way for a best-practice leader with passion and a commitment to professional excellence and education to take the opportunity to make a lasting and ...

Risk clients, practices worth more: Radar Results

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
Financial advice practices specialising in risk insurance are gaining higher price multiples on clients and are selling for up to $1.5 million as demand rises and supply drops. Radar Results' latest insights show price multiples on risk insurance ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... that a significant share of new client business is being invested through managed account strategies," he said. Milliman practice leader, Australia Victor Huang said the investment experience in 2022 has been a story in two parts. The positive sentiment ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
The potential super shake-up, which includes contentious provisions on pension payments and unrealised capital gains tax, has drawn criticism from a top AFSL. Under the existing Superannuation Industry Supervision (SIS) regulations, retirees must draw ...

The seven global megatrends to watch: CSIRO

CHLOE WALKER  |  MONDAY, 27 MAR 2023
CSIRO senior research consultant Dr Claire Naughtin shared findings from the research house's latest Our Future World Report at the Conference of Major Superannuation Funds (CMSF) last week, highlighting seven global megatrends to keep an eye on. The ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... each exam in around 300 hours. Further, for the February 2024 exams, level one candidates can purchase the CFA Program Practice Pack, featuring 1000 new practice questions and six additional mock exams. Lastly, in November 2022 eligibility for the CFA ...