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Showing 1681 - 1690 of 4973 results for "Practice"

Values trump value for retail investors

HARRISON WORLEY  |  THURSDAY, 5 SEP 2019
... purpose" to make a greater impact in the minds of investors. Amanda Hicks, head of KPMG's customer, brand and marketing practice said the research demonstrates how important values are to Australian investors. "What this new research makes clear for ...

First carbon neutral super fund named

KRISTI CHENG  |  TUESDAY, 3 SEP 2019
... including climate change," Blakey said. The carbon neutral certification is based on international standards and best practice carbon accounting. The process to become certified includes carbon accounting, independent auditing and public disclosure. ...

APRA slaps traffic light ratings on super funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2019
... members," she said. SPS 515 will take effect on 1 January 2020. On August 28, APRA released a final version of prudential practice guide SPG 515 Strategic and Business Planning to assist RSEs implement the new requirements. It also published a draft ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
... tweak to the reforms, and one that will alleviate pressure on the advice industry," Loane said. CPA Australia public practice manager Keddie Waller commented: "The additional one year granted by the Government to complete the FASEA exam and the additional ...

Client ethics the future of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
The personal ethics of clients are only going to become increasingly relevant to advice practices as the demographics they serve shift. Presenting at the 2019 Association of Financial Advisers' National Conference in Adelaide, Ethics Partners founder ...

Business savvy needed ahead of FASEA deadline

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... important for financial advisers, he said, adding that succession planning is all about getting the right outcomes for advice practice owners, their clients and their families. "No one teaches you how to be business owners, FASEA doesn't," Tynan said. ...

Members still lack group insurance awareness: MetLife

KRISTI CHENG  |  THURSDAY, 29 AUG 2019
... facilitate this, MetLife has launched Inside Update, which provides super fund partners and their members with a suite of best-practice tools and information designed to "empower Australians to make informed decisions about their cover". Chief customer ...

ASIC clamps down on poor advice, grandfathered commissions

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2019
... review to find whether or not payers have ceased such arrangements. It will also examine how rebate arrangements work in practice. Another initiative over the next five years is examining the effectiveness of measures aiming to improve the quality of ...

KPMG names financial services head

HARRISON WORLEY  |  MONDAY, 26 AUG 2019
The global consulting firm has named a new leader for its financial services division. KPMG financial services management consulting head Daniel Knoll has been promoted to national industry leader for financial services. The role will see the former ...

Government should intervene in BOLR changes: Opposition

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
The NSW shadow minister for finance and small business has asked what the state government is doing for advisers facing financial ruin as a result of AMP's plan to change Buyer of Last Resort terms. Speaking in NSW parliament earlier this week ...