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Showing 991 - 1000 of 1894 results for "Determine"

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... "The first meeting can then be an informative and educational session where the adviser and the client work together to determine the types and levels of insurance required. This is where the adviser adds value," he said. YTML's Seido application ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
The Financial Adviser Standards and Ethics Authority provided an update on its consultation process and confirmed there is currently no approved AQF 8 bridging courses for existing advisers looking to commence study. In March, FASEA released guidance ...

Unintended consequences for opt-in insurance: KPMG

HARRISON WORLEY  |  WEDNESDAY, 27 JUN 2018
... than $18,200 in annual income to 17.6%. In its Insurance in superannuation report, KPMG recognises other factors will determine the overall outcome of the changes, yet remained concerned about the impact that may result. "However, we remain concerned ...

Aurora reshuffles compliance team

ALEX BURKE  |  THURSDAY, 21 JUN 2018
After the departure of two external members of its compliance committee, Aurora Funds Management appointed replacements with immediate effect. Anthony Hartnell joins the committee while also serving as Aurora's non-executive chair. He was previously ...

NZ Super Fund appoints CEO

HARRISON WORLEY  |  WEDNESDAY, 20 JUN 2018
The NZ$38 billion New Zealand Superannuation Fund has confirmed its new chief executive after a global search for its next leader. Matt Whineray has been appointed chief executive of New Zealand's sovereign wealth fund, beginning July 1. Most recently ...

SSGA appoints head of retirement solutions

ALEX BURKE  |  TUESDAY, 19 JUN 2018
... of leeches; that we're actually contributing to broader economic growth. But we can't do that if we can't determine what motivates us," he said. In order to determine a phi score for a given employee or business owner, Shead said motivation ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... including pipeline revenue coming in, on a weekly basis. Most businesses also hold monthly meetings with the adviser team to determine how advisers are tracking to key performance indicators and how the business is tracking to budget. The report shows ...

AMP adds legal expert to board

KARREN VERGARA  |  TUESDAY, 12 JUN 2018
AMP is welcoming a legal and regulatory expert to its board in an effort to rebuild the company. John O'Sullivan joins AMP as a non-executive director effective 20 June 2018. He was a partner at Freehill Hollingdale & Page (now Herbert Smith Freehills) ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... action and Netwealth will do so on their behalf. For Super Accelerator or Super Wrap account holders, Netwealth will determine in its absolute discretion as trustee whether to participate in a class action on behalf of members. The fund will then participate ...

Unpaid super reaches $6bn

DARREN SNYDER  |  MONDAY, 4 JUN 2018
... employee's ordinary time earnings and salary sacrificed ordinary time earnings reporting which makes it difficult to determine entitlements.