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Showing 271 - 280 of 1533 results for "Assessment"

Consumer interests prioritised in YFYS review

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... Industry Super Australia (ISA) expressed disappointment that poorer performing Choice sector will remain "shielded" from assessment, including all products in the deaccumulation phase. ISA called on the government to test al APRA regulated funds, including ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... meet legislative and professional obligations. "We rely on ratings houses to provide an independent third-party robust assessment on the suitability or otherwise of a particular investment. However, having said that we are all very conscious that having ...

AMP flags first strike on remuneration

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... attendees demanded executives must do more to restore it to its former glory. One shareholder told Hazelton that her assessment on how well AMP is turning around is full of "platitudes and euphemisms", disagreeing with of her many statements. "I nearly ...

Industry fund bags consecutive customer experience award

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
A $25 billion industry super fund has claimed consecutive top customer experience awards from Customer Service Benchmarking Australia (CSBA). Spirit Super ranked first again in CSBA's SenseCX benchmarking report, which evaluates ease, sentiment ...

Former AMP adviser pleads guilty to dishonest conduct

KARREN VERGARA  |  MONDAY, 27 MAR 2023
A former AMP representative, who falsified information when providing superannuation and insurance advice, has pleaded guilty to three charges of dishonest conduct and is due to be sentenced. David Fong, who operated Fong Financial Planners, pleaded ...

Professionalise sustainability within funds: Panel

CASSANDRA BALDINI  |  TUESDAY, 21 MAR 2023
... complexity of any one fund, assets under management, and the supply chains that go through each asset, where does the assessment stop?" she asked. She further pointed out that the conversation no longer solely relates to climate change specifically. ...

Inflation erodes retiree savings by 7.5%

KARREN VERGARA  |  TUESDAY, 21 MAR 2023
... outlook for the economy. At what point it will be appropriate to pause will be determined by the data and the Board's assessment of the outlook," the minutes read. In the five quarters from September 2021 to December 2022, the Consumer Price Index increased ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
... educators, technology providers, licensees, and practices to develop programs that make the supervision, recording and assessment of PY requirements easier and more consistent. "When you're a small AFSL, supervising graduates often means you can't be ...

ASIC bans Queensland adviser

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
... client's insurance options when recommending a client consolidate their superannuation. He didn't provide a reasonable assessment of the client's existing insurance or consider whether there would be insurance consequences for rolling over ...

APRA preserves life insurance prudential standards

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... 2023. APRA received only two responses from life insurers during the consultation. "The respondents agreed with APRA's assessment that the four standards remained broadly fit for purpose," APRA's response letter read. "A small number of suggestions were ...