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Showing 811 - 820 of 2630 results for "Practices"

ASIC consults on consumer remediation

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... to consumers in relation to both finalised and ongoing financial system remediations. ASIC said it has seen some good practices by licensees but has also seen many remediations caused - or blown out - by ongoing systems failures resulting in significant ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... "Connectus will enable us to maintain our highly personalised, client-centric approach while gaining access to best practices, additional client services and enhanced technology and processes. Longer-term, Connectus will help us solve for succession ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... shops and seek a licensee support solutions provider. Its other recent additions include two former Financial Wisdom practices Lifepath Financial Planning and Parish Financial. It says three more former bank-aligned practices are set to join by year-end ...

Pension funds unite for ESG

JAMIE WILLIAMSON  |  FRIDAY, 27 NOV 2020
... added. "While for many this will require greater ambition than in the past, we believe companies demonstrating ESG-astute practices and disclosure will outperform over the long-term," the chief executives said. "We are inspired by this opportunity to ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... NAB/MLC where he was business growth manager for Queensland and the Northern Territory growing the number of advisers and practices within NAB's self-employed licensees. Prior to joining NAB, Carlton was head of financial planning for Victoria and Tasmania ...

APRA reduces CBA capital requirement

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
... relation to the management of non-financial risks including governance, accountability and risk culture frameworks, practices and outcomes. In addition to the $1 billion add-on, APRA gave CBA an enforceable undertaking which required a remedial action ...

Fiducian looks to gain from change

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... while its FY net profit came in at around $10.5 million. Fiducian reported that its financial planning business had 41 practices and 74 representatives, with about $3.05 billion in funds under advice.

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... years ago was flagged by ClearView as part of its strategic focus on the IFA market. The company says 31 self-licensed practices have joined La Vista for licensing and back office infrastructure so far. A comprehensive review of the ClearView LifeSolutions ...

Pension funds told to practice what they preach

JAMIE WILLIAMSON  |  TUESDAY, 10 NOV 2020
... providing comparative insight and identifying front runners, stimulating sector-wide learning and the sharing of good practices," she said. "Fortunately, we see an upward trend in the performance of the pension funds and that top is getting closer and ...

Dorsey holds reigns at Twitter

ELIZA BAVIN  |  WEDNESDAY, 4 NOV 2020
... structure, evaluate the chief executive succession plan, and make recommendations consistent with corporate governance best practices with respect to the elimination of Twitter's company's staggered board," Twitter said. "The committee's conclusions ...