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Showing 1231 - 1240 of 2196 results for "Framework"

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... truly recognised as a profession, he said. One-in-four said FASEA's proposed professional standards and education framework will have a negative impact on the industry. Many advisers see implementing FASEA standards will come at a cost, notably through ...

Innovators must cooperate: Stone and Chalk

HARRISON WORLEY  |  MONDAY, 16 JUL 2018
... together corporate partners with start-ups and scale-ups to solve real commercial opportunities within a structured framework. Only by taking a collaborative approach across the board will we come close to achieving our innovation dreams," According ...

EU to offer cross-border pension scheme

KARREN VERGARA  |  THURSDAY, 12 JUL 2018
... their PEPP wherever they may be within the EU. The EU recently released draft regulation proposing to add a pan-European framework for people who wish to use PEPPs as a saving option. PEPPs would complement state-based, occupational and national personal ...

CBA should have done more: Federal Court

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... independent expert to assess the changes it had made to its policies, procedures, systems, controls, training, guidance and framework for the monitoring and supervision of employees and trading in prime bank bills, with further changes set to be made. ...

Sydney asset manager hires director

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... provision of advice and transactional expertise in relation to new and existing retail financial products and the regulatory framework within which they operate, as well as debt and equity financing, intellectual property, and film and television media ...

Disability income insurance an ongoing concern: APRA

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... it said, is not intended to revisit the policy intent or objectives of the reforms, rather to see if the prudential framework is operating effectively and efficiently, and where need be, improvements can be made. APRA recently released topic paper three ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
... new account openings and will undertake a review of how Essential Super is offered and develop a revised conversation framework. ANZ said starting August 18, its staff members will no longer discuss ANZ Smart Choice Super immediately before, after, during ...

Phone life insurance sales 'hawking' customers: Royal Commission

KARREN VERGARA  |  FRIDAY, 6 JUL 2018
... distribute and promote St Andrews funeral insurance products on 19 March 2018. This was on the basis that the Life Insurance Framework that came to effect 1 January 2018 and it was not "commercially viable" for the partnership to continue, he said. "Well ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
... existing advisers' past education that is specific to the provision of financial advice, we are strongly advocating for the framework to recognise quality, advice-specific education, such as the CFP Certification Program," FPA chief executive Dante De ...

Cash is cash, APRA tells super funds

KANIKA SOOD  |  MONDAY, 2 JUL 2018
... standard SPS 530 Investment Governance. In some cases the reverse was observed, where a fund's investment policy framework permitted cash options to invest in non-cash assets but the regulator observed "no material exposures". The regulator will ...