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Showing 831 - 840 of 4963 results for "Practice"

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
Colonial First State (CFS) has significantly expanded its FirstChoice menu, adding a range of ETF exposures, fixed interest, and sustainability strategies. Following the addition of the 17 new funds, the FirstChoice platform has reached the largest ...

Marketing oversight must improve: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
ASIC named and shamed more responsible entities in need of improving their oversight of investment managers' marketing practices, raising concerns over five funds totalling about $705 million in assets. Ongoing ASIC surveillance identified concerns ...

JANA appoints general manager, strategy

CHLOE WALKER  |  MONDAY, 28 NOV 2022
... instrumental in developing growth strategies and culture to best support business growth." "As we continue to grow our practice, driving the best possible outcomes for our clients is front and centre." Meanwhile, O'Neill said: "I am delighted to be appointed ...

First Sentier names global responsible investment head

RACHEL ALEMBAKIS  |  FRIDAY, 25 NOV 2022
... like." Turner highlighted focusing on excellence in investment decision-making, ESG integration and building on leading practice in investment stewardship and transparency. In terms of topics of engagement that FSI would continue to explore, in addition ...

Winners are grinners: FPA awards

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... clients and the financial planning profession more broadly," Abood said. Meanwhile, the winner of the FPA Professional Practice of the Year Award was Alman Partners based in Mackay, QLD. According to the FPA, the judges selected Alman Partners based ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ...

Zurich Australia adds chief information officer

JAMIE WILLIAMSON  |  WEDNESDAY, 23 NOV 2022
... Service Centre, which also supported the Canadian business. He also spent 10 years at DSC Technology in the Life Insurance Practice, working with clients in the US, Singapore and India. "Deepak brings an impressive breadth of international experience ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
Goldman Sachs Asset Management is paying US$4 million to settle charges brought by the US regulator over failures involving ESG research used to select investments. It comes as the US government reverses limitations placed on some pension funds in relation ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... operational performance, address problems and capitalise on potential opportunities," he commented. Fortnum's head of practice development and growth Rob Skinner added that no two plans will be the same because every business is unique. "BOS is a ...

AFCA secures $900m in compensation

CASSANDRA BALDINI  |  MONDAY, 21 NOV 2022
Australians have taken home almost $900 million in compensation and refunds since the ombudsman service opened its doors in November 2018. The Australian Financial Complaints Authority (AFCA) said it's also handled more than 300,000 disputes, an ...