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Showing 1361 - 1370 of 2198 results for "Framework"

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 ...

Trump-flation returns

BENJAMIN ONG  |  FRIDAY, 29 SEP 2017
... the doubt. More so, after the US Treasury released the government's tax reform plan on 27 September, entitled "Unified Framework for Fixing our Broken Tax Code." It put Trump's earlier promises into paper and is based on Trump's "four principles for ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
... philanthropic strategies that are comprehensive and effective, through leveraging RPA's global expertise, granting advice framework and reference tools," AET general manager, trustee services Gary Riordan said. RPA chief executive Melissa Berman added ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... the changing nature of life insurance advice as planners prepare their businesses for the impact of the Life Insurance Framework (LIF). The research shows planners becoming more dependent on hybrid commission models as upfront commissions are faded out ...

As clear as it gets

BENJAMIN ONG  |  WEDNESDAY, 27 SEP 2017
... important influence on actual inflation, may not be consistent with the FOMC's 2% goal. More broadly, the conventional framework for understanding inflation dynamics could be misspecified in some fundamental way." On inflation expectations, while the ...

ASIC confirms new CIO

ALEX BURKE  |  FRIDAY, 22 SEP 2017
... 2017-2020. The strategy includes the creation of a new chief data office and establishing a data and information governance framework. It represents part of ASIC's "One ASIC" initiative, which comprises establishing a data repository and search tool ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... majority of risk advisers are still not prepared for impending changes to remuneration to be brought by the Life Insurance Framework taking effect in January 2018. A study of 200 risk advisers commissioned by Zurich found about 65% remain unsure as to ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...

Lack of expertise driving down competition: APRA

ALEX BURKE  |  MONDAY, 18 SEP 2017
... two years, compared to just one in the previous decade," APRA said. In referring to its plans to change the licensing framework for new entrants - which APRA said was historically a "regulatory barrier to entry for some small and innovative firms" - ...