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Showing 1001 - 1010 of 1623 results for "Review of"

BetaShares US equity ETF rated

MARK SMITH  |  TUESDAY, 28 APR 2015
... market capitalisation, and include the largest 1,000 securities by 'fundamental value' amongst US-listed stocks. In its review of the fund, Lonsec noted that the underlying index tracked by the fund has a long track record of outperformance when compared ...

FEATURE: Where next for risk advice?

ALEX BURKE  |  TUESDAY, 28 APR 2015
... Insurance Advice was designed as an independent review following the Australian Securities and Investments Commission's Review of retail life insurance advice (or ASIC REP 413) issued in October 2014. For industry stakeholders, the most crucial finding ...

Report confirms failed CBA compensation

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... on a case by case basis "where the case manager needed to contact the client for further information to complete the review of their case." KordaMentha found that in 393 cases CBA would either not name the adviser in the letter or say that the licensee ...

AMIST Super reappoints NAS

LAURA MILLAN  |  WEDNESDAY, 22 APR 2015
... continued support." AMIST Super chief executive James Thomas said the renewal of the contract with NAS followed a thorough review of the partnership and a review of other options available to AMIST Super. The renewal of the deal with AMIST Super was ...

Trowbridge proposals will hit consumers hardest

ALEX BURKE  |  MONDAY, 20 APR 2015
... insurance advisers provide to consumers." He noted that the hybrid remuneration model proposed in ASIC's October 2014 Review of retail life insurance advice resulted in a 93% compliance pass-rate - indicating that it should be adopted as the standard. ...

Seniors weigh in on super tax discussion

DARREN SNYDER  |  WEDNESDAY, 8 APR 2015
... retirement incomes system, based on careful planning, good evidence and a solid consensus. "Only an independent expert review of all the policies in play, looking at the winners and losers and sustainability of existing policies, and canvassing the range ...

ASIC bans Commonwealth Financial Planning employee

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
... at the time of the client transactions. Locksley has a right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

Industry bodies respond to Hockey's tax debate

ALEX BURKE  |  MONDAY, 30 MAR 2015
... superannuation taxation is still in need of review, particularly in light of larger balances. "ASFA has long acknowledged that a review of the tax concessions in superannuation, particularly for those with large balances, is needed so that they can be ...

Industry, government respond to Trowbridge report

ALEX BURKE  |  FRIDAY, 27 MAR 2015
The government and industry bodies have responded to the recommendations in John Trowbridge's Review of Retail Life Insurance Advice. The Treasury was broadly supportive, with Assistant Treasurer Josh Frydenberg commenting that the report "makes a significant ...

Trowbridge releases final report

ALEX BURKE  |  THURSDAY, 26 MAR 2015
... with life insurers, licensees, advisers and consumers. Finally, as mentioned above, the report recommends a five-year review of the implemented changes. Speaking at the FSC's Annual Life Insurance Conference, Trowbridge noted that the proposed IAP was ...