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Showing 951 - 960 of 6848 results for "PRA"

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
The CFA Institute has launched a private markets and alternative investments certificate to Australian investment professionals. The private markets and alternatives investment certificate is suitable for those aspiring to roles at general partner firms ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
The number of Australian investors holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is ...

ISPT appoints risk, legal chief

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
ISPT has added Andrew Dean to its executive leadership team as chief legal, risk, and safety officer. Dean has over 15 years' experience leading legal, risk, and safety teams in the property industry across the Asia Pacific region. In his new role ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

AustralianSuper sued over multiple accounts

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
In a first-of-its-kind case, ASIC is taking AustralianSuper to court over its failure to properly monitor and consolidate multiple accounts on behalf of members for close to a decade. In May, AustralianSuper announced it would be refunding close to ...

APRA finds signs of step change in remuneration practices

ANDREW MCKEAN  |  THURSDAY, 7 SEP 2023
APRA has found early signs of change in the remuneration practices of financial services entities in a review of how Prudential Standard CPS 511 has been applied. In a letter to all APRA-regulated entities, the regulator said it was pleased with the ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...