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Showing 861 - 870 of 4963 results for "Practice"

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
Fortnum Private Wealth welcomed Jason Gapps to the role of practice engagement and growth manager. Gapps will officially start in November and report to Fortnum's head of practice engagement and growth Rob Skinner. He joins from Madison Financial Group ...

TPB, bans dishonest tax agents

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
... audited, and charging them for the audit, even though an audit had not been completed. The pair have been banned from practice as they no longer meet the tax practitioner registration requirement of being a fit and proper person. SMSFs are subject to ...

US state public pensions fragile: Report

ANDREW MCKEAN  |  TUESDAY, 11 OCT 2022
The volatility and fragility of US pension funds makes clear that state and local retirement systems collectively aren't going to invest their way out of their poor funded status, an Equable report says. Equable's State of Pensions 2022 report says ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
... Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. She will ...

FPA seeks broader scope for CSLR

CHLOE WALKER  |  MONDAY, 10 OCT 2022
In its pre-budget submission, the Financial Planning Association of Australia (FPA) has called on the federal government to broaden its proposed compensation scheme of last resort (CSLR) and to extend the ASIC levy freeze for advisers for another year. ...

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... members effectively, in line with Prudential Standard SPS 515 Strategic Planning and Member Outcomes (SPS 515), better practice requires trustees to clearly define and measure service standards that balance value, quality and efficiency. "This can then ...

FEAL appoints chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... experience with Towers Perrin as a consulting actuary. She joins from KPMG where she worked in its Superannuation Advisory practice as a director since 2001. Bacon has a personal commitment to the superannuation industry and a long history of assisting ...

BUSSQ sees strength in niche super

ELIZABETH FRY  |  FRIDAY, 30 SEP 2022
... infrastructure." The fund has focused heavily on governance as the new board was hell-bent on ensuring that it was observing best practice. Says Taylor: "We have increased resources in the last three to four months, making sure that we've ticked ...

BNP Paribas names APAC head of stewardship

CHLOE WALKER  |  FRIDAY, 30 SEP 2022
... regionally to Angelia Chin, BNPP AM's Singapore chief executive. Prior to joining BNPP AM, Ho was director of investor practice at the Asia Investor Group on Climate Change (AIGCC) where she spearheaded global initiatives including the Net Zero Asset ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
New data has highlighted several technologies that are experiencing high year-on-year growth and adoption by financial advice firms. Netwealth's 2022 AdviceTech Report identified niche technologies and those growing in popularity by AdviceTech Stars ...