Search Results | Showing 241 - 250 of 1553 results for "Technical" |
| | | ... requests for proposals were recently issued. "In addition, we've had constructive engagement through our newly formed Technical Committee, and we will begin scope refinement sessions in May. We have also begun preliminary discussions on the industry ... |
| | | | ... of ClientHUB, the firm's proprietary practice management solution. WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As ... |
| | | | ... product has ceased and members have been transferred elsewhere. For within-product changes, APRA is consulting on a draft technical determination that modifies certain return formulae for the performance test contained in the SIS regulations. "This technical ... |
| | | | ... government. "These amendments would address cases where would-be advisers currently fail to meet the education standards for technical reasons," Treasury said. For advisers that are registered tax agents, under the new law, they will no longer be required ... |
| | | | ... membership and corporate development for the SMSF Association, effective May 1. Sparks currently serves as head of policy and technical services at BT, a tenure he has held for over 15 years. As a fellow of the association, Sparks also holds an SMSF ... |
| | | | ... Your Super review outcomes. While the notification letter has encouraged many members to leave underperforming funds, technical language used often caused confusion or disengagement, the review found. ASIC warned trustees to lift their game by providing ... |
| | | | ... new benchmarks into fund performance assessments. FSC chief executive Blake Briggs said: "In the highly complex and technical field of investment management the government should be congratulated for taking the prudent approach of listening and responding ... |
| | | | ... members. On the one hand, the notification letter has encouraged many members to leave underperforming funds. However, the technical language used can cause confusion or disengagement. They also lack information on the difference between MySuper and ... |
| | | | ... disclosure, product design, and product intervention. But currently, retail investors often struggle with disclosures due to technical language, lengthy and non-user-friendly formatting, and delivery methods. "Scams, misconduct, and harmful practices ... |
| | | | ... their dependents, but it believes that legislating an objective isn't the solution. According to IFPA superannuation technical and policy committee chair Phil Broderick, the proposed objective wouldn't be binding on current or future policy makers ... |
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