Search Results | Showing 1 - 10 of 640 results for "Minutes" |
| | ... record-keeping questions are top of mind for licensees. The survey found an upward trend in the use of AI to draft meeting minutes. "Another 33% of licensees are considering but have not yet adopted AI for this purpose. This is a timely reminder that ... |
| | | ... interest rate cut in May, as US President Donald Trump's tariffs place risks on the global economy. The RBA board minutes from the April meeting acknowledged that the market was pricing in a number of rate cuts before the end of the year. "Members ... |
| | | ... decision... the board acknowledges that progress has been made but is cautious about the outlook." Further, in its March minutes, the RBA has doubled down on the sentiment. "While economic outcomes had given members more confidence that they could return ... |
| | | ... compliance, AMP said. The feature underwent a pilot program last year with "positive results", reportedly saving up to 30 minutes per meeting using the function. Garden Wealth Group financial adviser Angela Pidd, who participated in the program, described ... |
| | | ... decision at this meeting did not commit them to further reductions in the cash rate target at subsequent meetings," the RBA minutes said. "While economic outcomes had given members more confidence that they could return inflation to target at the same ... |
| | | ... example, can turn a 25-page Statement of Advice (SoA) into a PowerPoint presentation that can be used with the client within minutes. "But the most important thing to note is not all tools are appropriate for the financial advice industry," Carter added. ... |
| | | ... encountered. At that time, the fund had spent more than $10 million on the transition. For instance, according to the meeting minutes, when the employer system went live in March 2022, payroll teams could not load contribution files leading to lengthy ... |
| | | ... Australia (RBA) board has held strong on its standpoint that an interest rate cut is not yet on the cards, as it released minutes from the September meeting. The board said that while inflation had been slowly coming back into the target range, it was ... |
| | | ... September 2022, allowing three of its clients to place suspicious orders. Macquarie executed every trade within the final few minutes of the market closing, exhibiting the characteristics of what the MDP said was intended to "mark the close". This affected ... |
| | | ... legal requirements to the practical scenarios tested in the exam. The exam lasts 3.5 hours, including reading time of 15 minutes. The exam is in a multiple-choice question format and allows an open book for statutory materials. A new financial adviser ... |
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