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Showing 131 - 140 of 566 results for "ProActive"

FSC releases claims handling standard for super funds

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
The Financial Services Council (FSC) has released an enforceable standard for handling group life insurance claims in superannuation. The FSC's new standard replaces existing voluntary guidance and sets a minimum level of service that consumers can ...

Crescent Wealth responds to PDS error criticism

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... concerning the fund's compliance with ASIC's revised Regulatory Guide 97 (RG97) and to reassure fund members that proactive steps have been taken to avoid a repeat of past reporting oversight of the disclosure of indirect costs to the fund (i.e. ...

Super fund board renewals need work: APRA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2022
... Boards also need to rigorously review their effectiveness and the performance of directors, as well as ensure there is proactive succession planning being undertaken. "All these components are important and should inform and connect with each other," ...

Super fund with highest customer satisfaction named

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
Roy Morgan's Superannuation Satisfaction report shows an overall decline in super fund satisfaction, but several funds have bucked the trend. The report said that overall, funds scored a satisfaction rating of 67.9% in September 2022, a decrease ...

ASIC finds shortcomings in wholesale market practices

ANDREW MCKEAN  |  WEDNESDAY, 26 OCT 2022
... reported on the differing levels of sophistication in the management of conflicts of interest. "Better practices involved proactive and systematic identification, mitigation, and management of conflicts of interest. Poorer practices were ad hoc, manual ...

Outsourcing is the future: Northern Trust

CHLOE WALKER  |  TUESDAY, 25 OCT 2022
... another pandemic, you can rely on your scale provider to provide for that on a variable cost. "I think it's a far more proactive response to margin pressure than what it was traditionally perceived as." Providing a metaphor, Paulin said that the ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... implications of their recommendations. Tax is a key consideration for many investors; therefore, advisers need to be proactive and remind clients of intentional tax strategies, asset allocation and tax benefits intrinsic to their advice," the report ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
One in five Australians over the age of 18 hold responsible investments in their portfolio, representing approximately 4.3 million people. Netwealth's Investing for good report shows that 22% of Australians are investing responsibly and the figure is ...

Vanguard unveils positive impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 18 OCT 2022
... said. "In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns," she said. "Everyone wants to make a difference ...

Australian retirement system given B+

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... retirement strategies which is a step in the right direction. We now need to educate and empower Australians to play a proactive role in managing their super and ensuring that the system supports their transition to retirement." Thailand received the ...