Search Results | Showing 1 - 10 of 5030 results for "Practice" |
| | | Infocus has welcomed a new head of practice growth, as the firm continues to strengthen its business following several leadership appointments in recent months. Darren Smith has stepped into the role, where he will lead Infocus' practice development ... |
| | | | Diversa Trustees deflected responsibility at a parliamentary inquiry that criticised its governance and structural problems, particularly its role in the failed First Guardian Master Fund, in which members invested about $240 million. At the recent ... |
| | | | ... people understand sustainability concepts, how products align with those expectations, and how greenwashing manifests in practice. "Financial advisers sit as an absolute key piece to that, connecting mum and dad investors, high net worth individuals ... |
| | | | ... panel lead by Equip Super chief executive Luke Symons, Emergent Global chief executive Holly Ransom and Deloitte sports practice lead Sandra Sweeney discussed the possible role sports can play in portfolios. Historically, the panel noted, opportunities ... |
| | | | ... on September 21 from Rest to strengthen its policy implementation initiative. Sarah O'Brien has been named the chief practice officer at ASFA, where she will lead the ASFA InPractice (AIP) initiative and take over executive leadership of the Superannuation ... |
| | | | WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including ... |
| | | | ... Committee (Life CCC) has sanctioned a life insurer after it reported more than 10,000 breaches of the Life Insurance Code of Practice (Life Code) in relation to failure to provide timely, completed annual notices. According to the Life CCC, the unnamed ... |
| | | | Actuaries Institute and UTS Human Technology Institute (HTI) have partnered to launch a practical risk management guide to help financial services firms manage artificial intelligence (AI) risks. With rapid AI adoption, the Institutes note governance ... |
| | | | ... connects legacy planning to the advice workflow, letting advisers establish a register in minutes from information the practice already maintains," Jowell said. Ong said Iress is building an ecosystem of technology partners that deliver meaningful value ... |
| | | | ... wealth, many start to say, 'Well, maybe I want to go to a self-managed super fund (SMSF), or I want to go to an advice practice that can really tailor a plan which is purpose-built for my personal situation and circumstances'." Hackett adds tailored ... |
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