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Showing 181 - 190 of 1163 results for "Quality of"

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results update today, Insignia announced its refreshed strategy which includes a laser ...

Aware Super takes 100% of Oak Tree Group

CASSANDRA BALDINI  |  THURSDAY, 17 AUG 2023
... investments in operational businesses, reinforced by its robust internal capacities," Misev said. He further highlighted the quality of the portfolio which is "well located" with sites across Queensland, New South Wales, Victoria, and Tasmania. "We have ...

Charter Hall REIT cops $198m loss

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... portfolio enjoys strong rental growth as a result of the high proportion of CPI-linked leases, high levels of occupancy and quality of tenants. CLW's portfolio remains well positioned to continue to deliver strong rental growth, whilst higher interest ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... assets be excluded when determining an individual's net assets for the purposes of the individual wealth test. The Quality of Advice Review highlighted issues with the wholesale client financial thresholds, claiming they were too low and that clients ...

Acadian employs ChatGPT to assess climate targets

RACHEL ALEMBAKIS  |  WEDNESDAY, 2 AUG 2023
... It reduces that to around 15 seconds or so, which makes it a much more efficient process, and then we can assess the quality of those reports from there." The model also allows Acadian to assess the quality of statements on several categories. "We're ...

IML launches Aussie shares fund as active ETF

CASSANDRA BALDINI  |  TUESDAY, 1 AUG 2023
... selection comes down to high-quality ASX companies. "... and those I can buy at a reasonable price," he said. "The quality of the stocks has meant the fund tends to drop less than the benchmark in tough times, only falling half as much as the benchmark ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
... 2018, when new education standards and the Code of Ethics were introduced, Singh said there has been an increase in the quality of advice delivered by the profession. It is "almost impossible" to say that these are not factors behind the improvement ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... offered through superannuation, including developing a new technology-enabled advice service. Mota said that with the Quality of Advice Review providing more avenues for advice, the changes the business is making will provide capacity to focus on existing ...

Trustees lack urgency, strategy on RIC: Regulators

KARREN VERGARA  |  TUESDAY, 18 JUL 2023
... trustees can expect to offer more holistic financial advice as part of the federal government's adoption of the Quality of Advice Review recommendations. Pillar One, which is to remove red tape and streamline the advice process, is the first of three ...

Super framework ideal for advice: Jones

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... offer advice at every stage of a member's life, shooting down assumptions that his proposed changes, based on the Quality of Review recommendations, will strictly apply to those wanting retirement advice. "If all I wanted to do was fiddle around ...