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Showing 1401 - 1410 of 2198 results for "Framework"

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
... Advisers Act." The toughening policy stance by the SEC will by extension draw robo-advisers into the same regulatory framework that now requires retirement advisers are subject to fiduciary obligations under the Department of Labor's Fiduciary Rule. ...

EQT appointed RE for $5.9bn manager

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... best practice standards. "Our role is to take full responsibility for ensuring the fund is operating within the legal framework and that its governing constitution is flexible as it needs to be as well as providing certainty for investors, allowing the ...

Actuaries warn against one size fits all retirement products

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... sub-scale, unsustainable products. In its submission to Treasury's MyRetirement review, the institute advised that the framework - which should apply to all super funds - must meet both the government's aims and address members' needs and interests ...

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... for the future. My goal is to provide the strategic vision that keeps Sterling ahead of the curve with an operational framework that provides professional financial advice services and holistic solutions for our clients." Commenting on Murray's appointment ...

Financial dispute authorities combined for 'one-stop-shop'

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... from 1 July 2018. The establishment of the authority follows an independent review of the External Dispute Resolution framework, led by University of Melbourne law professor Ian Ramsay. "Australians need to be confident that financial services providers ...

Treasurer launches new financial system inquiry

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
... inquiry has been a top priority for mutual banks, credit unions and building societies pushing for a fairer regulatory framework. "Currently, major banks benefit from unfair regulatory capital settings and a free subsidy from taxpayers in the form of ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... maintaining a client's trust will be one of the most important commodities going forward in a post-FoFA, Life Insurance Framework world. "We know that getting the right financial advice can make a huge difference to our members' lifestyle in retirement. ...

AIA launches flexible premium structure

KARREN VERGARA  |  MONDAY, 1 MAY 2017
... also assist advisers with client retention. "When we looked more closely at retention as part of the life insurance framework (LIF), we found that there was a misnomer around the adviser's role. The real reasons customers were cancelling policies were ...

RARE fund receives Lonsec tick

EMMA RAPAPORT  |  WEDNESDAY, 26 APR 2017
RARE's global listed infrastructure fund has been awarded a "recommended" rating from ratings house Lonsec. The RARE Infrastructure Income Fund (formerly the RARE Yield Fund), which is designed to help meet the income needs of an ageing population ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... Solutions, distributed by parent company ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework (LIF) and the proliferation of automated advice will see advisers providing comprehensive strategic advice to no more ...