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Showing 1041 - 1050 of 6733 results for "Review"

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... their relationship as adversarial. About 81% of marketers believe compliance teams get in their way, with 85% saying the review process is simply too long and arduous. Meanwhile, 83% of compliance teams believe marketers use them as a scapegoat when ...

Aussie investors tighten purse strings: Survey

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... activity which has the potential to further exacerbate the gap, so we encourage those who feel they need to do more to review their investments and seek trusted financial advice to achieve their investment goals," D'Souza added. The research, conducted ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... for several key advice areas among HNWIs - including inheritance and estate planning, strategies to reduce tax, portfolio review, retirement planning and intergenerational advice - but challenges and opportunities remain for advisers, and others in the ...

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 ...

AustralianSuper invests $2.5bn in Vantage Data Centers EMEA

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... residential and community development. Following the approval of a new Property Investment Strategy last year, a thorough review of the global real estate portfolio was conducted to ensure alignment with the helping members achieve their best financial ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
... its Accelerated Protection series a makeover, redesigning its products and increasing upfront affordability. Following a review by TAL, the Accelerated Protection series have had a range of updates that were effective September 8. The Accelerated Protection ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... closure of its Blueprint series of managed funds. Thomas has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

AustralianSuper sued over multiple accounts

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2023
... trustees' duties. AustralianSuper self-reported the bungle to ASIC in December 2022 and was subsequently included in ASIC's review of how trustees are monitoring and merging multiple accounts. That review urged trustees to do better on this front ...

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
... ongoing relationship fees ($4700)," Guiamatsia said. Meanwhile, when assessing the potential impact of the Quality of Advice Review (QAR) on financial advisers and their businesses, overwhelming the concern was around super funds providing advice. Of ...