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Showing 81 - 90 of 4438 results for "Practice"

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... Group, where she will assist in overseeing the integration. The licensee's four business development staff and three practice support professionals have also transferred. WT Financial Group chief executive Keith Cullen said the acquisition further cements ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Securities, and Investport. While licensed by Financiallink, now Nextgen Financial Group, Anderson advised clients of her practice, Beyond iWealth, to invest in the now defunct Invesport Income Opportunity Fund, which was found to be an unregistered ...

ASIC curbs high-risk offers from online trading providers

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
ASIC has identified a trend among some online trading providers, presenting high-risk investment opportunities to retail investors, a shift emerging amid the fluctuating market conditions and the decline in retail trading activity post-pandemic. In ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
ASIC slapped Morningstar with a fine for allegedly exposing investors to controversial weapons companies after proclaiming that its environmental, social, and governance (ESG) policy strictly excludes such investments. Morningstar's International Shares ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
Former financial adviser David Fong and his practice Fong Financial Planners have been convicted and sentenced in a Perth court for three counts of dishonest conduct. Fong, who was an authorised representative of AMP Financial Planning between January ...

AIMCo, New Agriculture buy Kimberley Cattle Portfolio

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
Alberta Investment Management Corporation (AIMCo) and New Agriculture are set to jointly acquire the Kimberley Cattle Portfolio for an undisclosed sum. The Kimberley Cattle Portfolio (Yougawalla Pastoral Co and Argyle Cattle Co) is a large-scale cattle ...

Treasury mulls reforming use of genetic test results by life insurers

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2023
... taking no action and allowing the use of genetic testing results to continue to be governed by the Life Insurance Code of Practice, now overseen by the Council of Australian Life Insurers (CALI), and the Disability Discrimination Act 1992. If there were ...

Frontier restructures, promotes

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... focus by its institutional investor client base, the asset consultant has modified the team composition in its research practice. The two service areas of investment governance and responsible investment will now join the sector research program under ...

ASFA appoints Mary Delahunty as chief executive

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
The Association of Superannuation Funds of Australia (ASFA) has appointed Mary Delahunty as its incoming chief executive, set to commence the role in February. Leanne Turner assumed the position temporarily in October following the departure of Martin ...