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Showing 1461 - 1470 of 2866 results for "Standards"

Xero seeks global growth, director steps down

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
... Partnering with more than 140 financial and fintech organisations, Xero will seek to collaborate on innovation and data share standards, adding resources to its global team and building relationships with financial institutions including Australia's ...

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... automated advice has been set high by regulators, he said, noting ASIC in the last 18 months had issued guidance on standards for robo-advice - which need to be accurate and consistent. For customer experience, this type of technology solution needs ...

AAT upholds ex-AMP adviser ban

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
... Management Project, which was established in October 2014 with the objective of lifting major financial advice providers' standards namely NAB, Westpac, CBA, ANZ, AMP and Macquarie.

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... chairman Peter Kell said: "This investigation is a result of ASIC's priority of improving compliance and disclosure standards in vertically integrated financial services licensees." Responding to the news, NAB executive general manager of wealth advice ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. FPA chief executive Dante De Gori said the response from members to the FPAs 100-point plan, submitted to ...

Former AFA chief executive joins advice practice

JAMIE WILLIAMSON  |  TUESDAY, 4 JUL 2017
... to improve the lives of Australians through the highest quality, non-conflicted advice delivered with uncompromising standards of client experience. I look forward to bringing another dimension to their strategic thinking and expansion plans," Fox sa ...

Insurers held to account with new FSC code

ALEX BURKE  |  MONDAY, 3 JUL 2017
... Loane said: "The Life Insurance Code of Practice demonstrates the life insurance industry's commitment to improving standards and strengthening consumer protections. This document is a clear declaration of the level of service consumers can expect from ...

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... of which he was a member. He was also found to have breached audit documentation requirements of Australian auditing standards. "SMSF auditors play a fundamental role in promoting confidence in the SMSF sector so it is crucial that they adhere to ethical ...

AFA executive joins standards board

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
A senior leader of the Association of Financial Advisers has been named vice chairman of an international standards board. AFA general manager, member services, partnerships and campus, Nick Hakes has been appointed to the Asia Pacific Financial Services ...

FSU calls out NAB for lack of standards

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
... information about the appropriate means by which to complete or witness Beneficiary Nomination forms provided in the licensee standards. "With a Reference Checking and Information Sharing protocol now in place for planners and proposed to commence from ...