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Showing 101 - 110 of 254 results for "Room for"

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
... behalf of the firm, its people and clients." "O'Brien has experienced consistent revenue with year on year growth. We have room for further improvement and upside. We welcome joining the CountPlus community and look forward to helping achieve the goal ...

Poor performance a fiduciary breach

JAMIE WILLIAMSON  |  FRIDAY, 16 NOV 2018
... retail, public sector and industry funds," he said. "We're a $2.7 trillion system. We're massive, so I think there is room for far fewer, significant scale players in the system."

Qualitas seizes non-bank financing opportunities

KARREN VERGARA  |  THURSDAY, 18 OCT 2018
... QRI is a function of the banks holding the majority or about 90% of the market - but are slowly retreating. This leaves room for property or corporate debt to step in, Schwartz said, adding that in three to five years' time investors could see a new ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
... associated risks. Henderson said financial planning is, by definition, a goals-based conversation, yet there is more room for improvement in the old world of advice. "How many advisers can put a number on how many goals they helped their clients to achieve? ...

Australian retirement outcomes among the best

HARRISON WORLEY  |  FRIDAY, 7 SEP 2018
... "Australians should be proud of our ranking," Hambly said. However, Hambly said the Royal Commission showed there was still room for improvement. "Despite the country's good results overall, revelations from the Royal Commission show that Australia still ...

Boutique manager to launch LIC

KANIKA SOOD  |  MONDAY, 3 SEP 2018
... on the ASX on October 12 under the ticker code TGF. It is priced at $2.50 per share for up to 100 million shares, with room for oversubscription by $50 million or 20 million shares.

FSC responds to direct life insurance findings

KARREN VERGARA  |  FRIDAY, 31 AUG 2018
... yesterday, the FSC said its Life Insurance Code of Practice has "lifted the bar" in the industry but concedes "there is still room for improvement." The FSC rolled out the code, along with a new set of standardised medical definitions, on July 1. This ...

APRA tells super funds to improve conflict of interest management

HARRISON WORLEY  |  WEDNESDAY, 30 MAY 2018
... risk due to the management of commercial relationships between related parties and some licensees. Overall, APRA found room for improvement in the way RSE licensees handle related party arrangements, despite citing improvements since the regulator's ...

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... to provide ongoing care, support and housing, only to sell the house some years later and purchase a new home with no room for his mother. The arrangement was not in writing, no legal advice was obtained and there was no enduring power of attorney appointed. ...

No room for complacency: Rowell

KANIKA SOOD  |  MONDAY, 12 MAR 2018
... said. She also encouraged members to sign up to the Insurance in Super Working Group Code of Practice but said there was room for improvement including clearer definitions for disability insurance, tackling multiple insurance accounts and covers, and ...