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Showing 61 - 70 of 4951 results for "Practice"

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data from an advice practice's existing technology, including emails, financial planning software and apps, to create a central knowledge base of ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... experience in governance, compliance oversight and strategic risk management aligns strongly with AWAG's commitment to best practice advice standards and robust to regulatory frameworks," AWAG said. "David is also highly regarded for his broad corporate ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... evident from the legislation or explanatory materials and raises important questions about how Division 296 will operate in practice, particularly where the payment of death benefits can span multiple years due to matters outside of a trustee's control," ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... months, Clime shuttered two funds and offloaded its retail client book for $1.65 million to an undisclosed financial advice practice. Clime's International Fund was sold for $2 million cash to an undisclosed party in a bid to sell non-core assets ...

VFMC names head of people

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
Maree Squillacioti has been appointed to the role of head of people on a permanent basis. Squillacioti has been acting in the role for the Victorian Funds Management Corporation (VFMC) for close to 12 months. Taking it on permanently, she becomes a ...

Constant slams super funds over complaints handling

ELIZA BAVIN  |  THURSDAY, 12 MAR 2026
... forward, whilst seeing its issues separately rather than listening to customers and bringing them together, for best practice. "We are all one system. Every part of the system has its gaps - platforms, industry, retail, specialists, everyone. And it ...

Local custody industry surpasses $6tn milestone

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... market momentum," ACSA chief executive David Travers said. "Innovation, regulatory change, industry engagement, and best practice remain a critical focus for driving efficiency in custody and investment administration. Through our working groups and ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
Based on observations and data from transactions in 2025, Centurion Market Makers' latest Practice Valuation Guide shows some businesses are selling for as much as 7.5x EBITDA. Centurion Market Makers said while some things have changed in recent years ...