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Showing 1111 - 1120 of 1797 results for "Monitor"

Asteron ends business relations with 134 rogue advisers

LAURA MILLAN  |  FRIDAY, 31 OCT 2014
... very small few that damage the industry for many," he said, and confirmed that Asteron will keep using data analytics to monitor and identify similar practices in the future. At the Sydney roadshow, he advocated for industry self-regulation as a way ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... to employ the fundamentals; they approach it in a planned and integrated way, they invest time and resources, and they monitor outcomes. Perhaps most importantly though they take the time to understand their customer, not simply via a pre-SOA fact find ...

APRA releases group insurance best practice guide

JAMES FERNYHOUGH  |  THURSDAY, 30 OCT 2014
The Australian Prudential Regulation Authority (APRA) has released the final prudential practice guidelines providing guidance on good practices for insurers in relation to group insurance arrangements. The 12-page document, known as LPG 270, gives ...

Suncorp completes insurance review after breaches

JAMES FERNYHOUGH  |  WEDNESDAY, 29 OCT 2014
Suncorp has finalised an independent review and remediation of compliance systems across its life and general insurance businesses. The Australian Securities and Investments Commission (ASIC) requested the remediation program in June 2013 after it received ...

Manage super on the go with new Wealthtrac app

MARK SMITH  |  TUESDAY, 28 OCT 2014
Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device. Wealthtrac chief executive Matt Johnson said the app recognised the shift occurring in the delivery ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
Advisers at Commonwealth Bank-owned (CBA) Financial Wisdom and Count Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
ClearView Wealth Limited has launched a new super and pension product and introduced a new administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies ...

Morningstar names two new analysts

MARK SMITH  |  TUESDAY, 30 SEP 2014
Morningstar has appointed two analysts to its Australasian manager research team. CFA accredited Daniel Cheang joins as a senior analyst while Matthew Wu has come on board as an analyst. They are responsible for undertaking research on Australian and ...

Hockey names infrastructure top priority for G20

JAMES FERNYHOUGH  |  TUESDAY, 16 SEP 2014
Treasurer Joe Hockey has said the mobilisation of private capital to fund infrastructure is his first priority ahead of the G20 meeting which kicks off today in Cairns. Speaking at the Bloomberg Sydney Summit this morning, Hockey said the G20 nations ...