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| | | ... tickets on www.moshtix.com.au/propatthebasement ). For more information, go to www.prop.org.au and 'Like' their Facebook page 'People Reaching Out To People'. |
| | | | The Association of Financial Advisers (AFA) has called for 'substantial improvements' to be made to the draft Life Insurer Code of Practice and is willing to see implementation delayed to ensure improvements are made. The call to the Financial Services ... |
| | | | CBA has provided an update on its Open Advice Review, saying it has offered $9.4 million in compensation to customers. The bank contacted 350,000 at the review's outset, 8,600 of whom requested a review. So far, 5,300 of those requested assessments ... |
| | | | ... cited examples where funds complicated the roll out of digital advice because the business was not collectively on the same page. "Compliance and legal people were starting to talk like marketing people and marketing people were thinking about the member ... |
| | | | ... business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker research on managed accounts, Morgan Stanley singled out five of the country's leading wealth managers, namely AMP ... |
| | | | ... individuals in SMSFs, however, "these differences - even when merely perceptual - may be influencing member behaviour." In its 325-page draft report, the Commission says it will also investigate where differences arise when members move into retirement ... |
| | | | ... allow us to assess how well our super system is able to meet its primary purpose of providing retirement income." The 325-page draft report represents the first in three stages of superannuation work by the Commission. It is seeking feedback on whether ... |
| | | | ... wish him all the best for the future." This follows GBST appointing a new non-executive director earlier in July. Deborah Page joined GBST having worked exclusively as a non-executive director since 2001. She currently sits on the boards of BT Investment ... |
| | | | ... well as existing trustees more confidence and comfort that they are protected. Rainmaker Group managing director Christopher Page said: "SuperGuard360 provides an added level of protection to help advisers guard their clients against fraud, theft and ... |
| | | | ... strong". And in its "Global Credit Portal, Ratings Direct, General Criteria: Understanding Standard & Poor's Rating Definition" page, S&P notes in its "AA stress scenario" that, "An issuer or obligation rate 'AA' should be able to withstand severe level ... |
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