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Showing 931 - 940 of 4963 results for "Practice"

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
The finalists for the 2022 IMAP Managed Account Awards have been named, including across a new category for ESG products. The awards cover Australian equities, Australian equities small cap, international equities and multi-asset products, as well as ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... five years, whereby advisers are using solutions such as managed accounts to assist with efficiency and scale in their practice." Lonsec currently has an SMA offering but the acquisition will now enable it to enter the MDA and IMA space. Therefore, the ...

HUB24 posts record platform inflows

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
HUB24 has posted its June quarter results, the wealth management group posted record platform annual net inflows of $11.7 billion, up 31.7% from the previous corresponding period (PCP). Total funds under administration (FUA) was $65.6 billion as of ...

New guidance to improve super funds' understanding of ESG risks

JAMIE WILLIAMSON  |  TUESDAY, 19 JUL 2022
... considerations. However, some participants in the consultation called for greater clarity on the interplay between Prudential Practice Guide CPG 229 Climate Change Financial Risks (CPG 229) and SPG 530. "Submissions noted that the current SPG 530, released ...

Investors, advisers need further ESG education

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
Most Australians say ESG is important but claim they aren't receiving the assistance needed when it comes to sustainable investing. In line with its Australian market launch, Capital Preferences released its ESG is Personal: 2022 Study of ESG Preferences ...

Akambo grows leadership team

CASSANDRA BALDINI  |  THURSDAY, 14 JUL 2022
... acquisitions, over this timeframe," he explained. "They will also play important roles in ensuring we lead the industry in best practice governance, reflecting one the key principles underpinning the merged entity - a 100% commitment to fulfilling our ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... separately managed accounts as well as the provision of a full suite of educational material covering portfolio construction, practice management and macroeconomic developments," he said. "The added depth of management responsibility within our client ...

Subjects of Royal Commission case study found guilty in court

CHLOE WALKER  |  MONDAY, 11 JUL 2022
The Federal Court has found that Select AFSL (Select), BlueInc Services Pty Ltd (BlueInc) and Insurance Marketing Service Pty Ltd (IMS) engaged in unconscionable conduct when selling insurance products. The Court also found Russell Howden, the managing ...

Natalie Cameron named AFCA lead ombudsman

ANDREW MCKEAN  |  THURSDAY, 7 JUL 2022
... the 70,000-plus complaints AFCA registers annually from this sector. "Natalie will have the opportunity to influence practice by working with banks and financial institutions in areas such as financial difficulty and vulnerable customers," he said. Cameron ...

Frontier welcomes Sarah Guthleben as new exec

CASSANDRA BALDINI  |  THURSDAY, 7 JUL 2022
... Guthleben will work closely with Frontier's current head of people and culture, Nicole Hartigan, to transition into the practice. Hartigan internally announced her decision to take a break some months ago, a spokesperson from Frontier advised. "Hartigan ...