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Showing 231 - 240 of 1507 results for "Assessment"

PwC picks senior leaders to oversee review

CASSANDRA BALDINI  |  TUESDAY, 16 MAY 2023
... as chief risk and ethics leader immediately and help conduct the implementation of the external review findings. The assessment of PwC will dive into its governance, accountability and culture, which includes how the firm applies its professional values ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
The superannuation industry is witnessing a 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial ...

ASIC, APRA reviewer deprioritised by government

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
Only two years on from its creation, the government is cutting the Financial Regulator Assessment Authority's funding, in a move that will see it only review the activities of ASIC and APRA every five years. The Authority, which commenced 1 July 2021 ...

Another round of consultation for veteran super taxation

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... stream benefits. The government said this finding is at odds with the original intent of the policy under the Income Tax Assessment Act 1997 and could lead to adverse outcomes for certain veterans. While the legislation was introduced, it is yet to pass. ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... multi-trillion-dollar asset opportunity," she said. Nuveen is due to launch Generational ntelligence Quotient (GnQ), an assessment tool that will help advisers serve wealth inheritors.

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... risk and achieving a certain income for life. APRA requires that by the end of June trustees will have undertaken an assessment of their products and strategies." "Members are now ranking certainty of income as a first priority in super fund surveys ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... advertisement said. HoganSprowles was also appointed liquidator of TIQK, a startup that provided an automated and objective assessment of financial advice, promising to audit Statements of Advice within a matter of seconds. Founded by Lane Cipriani in ...

YFYS sanctions don't help existing members: ISA

CHLOE WALKER  |  THURSDAY, 27 APR 2023
... manipulation," it argued. In early April, the government announced it would update the YFYS performance test by extending the assessment from eight to 10 years, as well as editing several benchmarks to make the test more accurate. ISA said the government ...

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
Morningstar has downgraded four fixed income products following its annual fund manager review. As part of the 2022/23 review, Morningstar completed qualitative assessments of 72 fixed income strategies. As a result, four products were downgraded and ...

High Court rejects Mayfair 101 plea

JAMIE WILLIAMSON  |  MONDAY, 24 APR 2023
... to get its case right. We will use this opportunity to leave no stone unturned and prove that ASIC was wrong in its assessment of Mayfair and my character," he said. "When you step back from our situation and recognise that every single noteholder was ...