Search Results | Showing 61 - 70 of 4951 results for "Practice" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
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