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Showing 901 - 910 of 2631 results for "Practices"

Clime courts Madison Financial Group

KANIKA SOOD  |  MONDAY, 11 MAY 2020
... Clime chief executive Rod Bristow said the firm was interested in acquiring other funds management businesses and advice practices. Clime already has a private wealth business which focuses on sophisticated or wholesale clients. The 24-year-old business ...

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
... entered voluntary administration as a result of the COVID-19 crisis. More than 300 financial advisers from more than 120 practices currently use the platform. OpenMarkets Group said the company's key staff members would be rehired to ensure clients received ...

AMP defends hefty remuneration bill

ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
... AMP's decision to slash Buyer of Last Resort agreements De Ferrari chose not to get too specific. He confirmed about 260 practices are seeking to enact their BOLR agreement but did not say at what level those BOLR agreements would be honoured. "We ...

FPA launches new ROA solution template

ELIZA BAVIN  |  WEDNESDAY, 6 MAY 2020
... said the digital ROA template is one of the many initiatives that has been developed to drive efficiencies in advice practices and reduce the cost of advice. "This will be key to improving the overall advice experience," De Gori said. "The FPA understands ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
... demonstrates our continued commitment to financial advice and is part of our strategy to drive growth in our advice practices and deliver advice to more Australians." FinChoice chief advice officer Dean Thomas said the rebrand will help cement the distinct ...

Asset consultant expands into retail market

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
... consulting expertise to offer managed account and consulting services to high quality financial advice and private wealth practices. Michael Karagianis has been selected to lead the roll out of JANA's retail partnerships offering. Karagianis joined ...

ESG-themed funds fall short of expectations

ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
... weapons, or pornography," the report said. "The fund seeks exposure to companies offering leading environmental and social practices, products and services and as of 31 March 2020, BHP makes up more than 5% of that portfolio."

Investment approaches in change phase

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... pandemic reached Australian shores, Willis Towers Watson and TCorp conducted a study into current and future allocation practices, finding that investment approaches were in a phase of change. Asset owners, like Australia's super funds, were evolving ...

Morningstar acquires global ESG ratings house

ALLY SELBY  |  FRIDAY, 24 APR 2020
... solutions in order to make informed, meaningful investing decisions," he said. "From climate change to supply-chain practices, the nature of the investment process is evolving and shining a spotlight on demand for stakeholder capitalism. "Whether assessing ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... the overlaps of disclosure for a cost that we cannot pass on. "Clearly ASIC have not consulted happy clients and good practices and have enjoyed the work emanating from the Royal Commission and beyond." Cavanough questioned whether compliance standards ...