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Showing 1351 - 1360 of 2196 results for "Framework"

Vanguard aims to defuse the active debate

ALEX BURKE  |  TUESDAY, 24 OCT 2017
... an investor's risk tolerance. "We see active-passive not as a debate, but as an asset allocation decision, and this framework gives investors a clear process to help them determine the active and index allocations within their portfolio," Vanguard Australia ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
Less than three months remain until the Life Insurance Framework becomes commonplace for advisers and experts say there's still time to review or reconsider advice pricing options. The AFA 2017 National Adviser Conference will hear from four industry ...

Mastering education skillsets will be long-term: Research

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... implications on the incoming adviser education standards. Research supporting the association's 'A new advice competency framework' white paper shows that because different competencies at develop at different times and there is a rapid acceleration ...

APRA pushes for greater control over super

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
... Rowell told the Senate Economics Legislation Committee aiming to address weaknesses in the superannuation regulatory framework that increasing APRA's power and control over trustees is necessary in the wake of collapsed Trio Capital, a scheme which defrauded ...

EQT partners with fintech

KARREN VERGARA  |  WEDNESDAY, 11 OCT 2017
... accounting and investment operations solutions and owned by the Milestone Group, will help provide a fund oversight framework for Corporate Trustee Services (CTS) clients. This will enable CTS to automate a collection of client fund data from multiple ...

Members better off with equal representation: AIST

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
... trust law, statutory law, APRA prudential standards and the AIST Governance Code - already provides a robust independent framework that both protects members' interests and consistently delivers outperformance. "Union and employer-appointed trustee directors ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... where they see themselves financially. Meanwhile, Dr. Adam Tucker from the Beddoes Institute explains the new advice framework. #AFAau October 12, 8.50am - Good morning from the Gold Coast! Our live blog is back for Day Two. AFA to reveal findings of ...

AMP improves adviser mental health training

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
... Institute, as part of Mental Health Awareness Week (October 8 to 14). AMP recently launched an online Life Insurance Framework (LIF) resource to help prepare advisers for the 1 January 2018 legislative changes.

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The Association of Financial Advisers' New Financial Advice Competency Framework white paper reveals a consensus among financial services professionals to understand knowledge, attitudes and behaviours. The white paper, produced in partnership with ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... process; "a vital component of service and client commitment." Client service is never 'set and forget' but rather a framework, process and solution that evolves to address continually changing consumer expectations and demands, Mentor Education founder ...