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| | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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