Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 161 - 170 of 280 results for "Box"

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
... ineffective." The organisation added that the removal of the 'catch-all' clause would turn the best interests' duty into "a 'tick-a-box' checklist" that contains "no mention of protecting the client's best interest." Platinum Asset Management managing ...

Custodians fight hard for big super deals

JAMES FERNYHOUGH  |  MONDAY, 5 MAY 2014
... that data in a consistent manner that sets you apart. That applies to regulatory change too." While BNP Paribas ticks that box - with its European presence in particular being a point of differentiation - its decision not to offer fee holidays may explain ...

Advisers need soft skills first to engage new clients

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... with so much focus in recent years on compliance and regulations, there is the danger that first appointments become a tick-a-box exercise," CoreData head of financial services Kristen Turnbull said. The CoreData report details financial planners' ability ...

FEATURE: Re-imagining Australia's financial future

STAFF WRITERS  |  THURSDAY, 24 APR 2014
... Australia's economic growth." In February this year FSI chair and former Commonwealth Bank boss, David Murray (see break out box for the panel members) reinforced its importance to Australia's future economic development.."For example, one of the key ...

ASIC concerned about PDS font size, consumer warnings

LAURA MILLAN  |  THURSDAY, 28 NOV 2013
... these concerns by issuing key recommendations such as increasing font size, changing the colour of the warnings, putting a box around them, using coloured background or inserting warning symbols. The shorter PDS regime started in June 2012 and ASIC has ...

UFS adopts Rubik's 'Bank in a Box' technology

JAMES FERNYHOUGH  |  TUESDAY, 26 NOV 2013
... (UFS), the treasury arm of the Uniting Church, has fully adopted Rubik's Software as a Service (SaaS) product. The 'Bank in a Box' solution provides comprehensive banking software via cloud technology to financial organisations that cannot or do not ...

Bad estate planning advice is getting clients in trouble

LAURA MILLAN  |  TUESDAY, 19 NOV 2013
... "Financial planners in their role description have to bring up estate planning with their clients, but it's not just tick-a-box." Stoddart recommended advisers to build a good referral base with at least two or three lawyers they can send their clients ...

Survivor: the Philippines

BENJAMIN ONG  |  TUESDAY, 12 NOV 2013
"The thing that a lot of people cannot comprehend is that Mother Nature doesn't have a bullet with your name on it, she has millions of bullets inscribed with 'to whom it may concern". (unknown) The 2004 Boxing Day tsunami that wrought deaths and disaster ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
The Financial Planning Association (FPA) has confronted advisers at the annual Conference with the case of a young disabled woman who took $800,000 to a financial planner and lost it all due to bad advice. The client became disabled after a car accident ...

Link calls on govt to remove Stronger Super red tape

MARK SMITH  |  TUESDAY, 24 SEP 2013