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| | | ... offering. He also said that when meeting with prospective advisers, it's not an overnight conversation - Ords assesses whether they're a good cultural fit for the firm. "We want to understand what drives them in terms of their passion for the role and ... |
| | | | ... members. "Inevitably, there'll be a point of time, as its members' needs increase, that we'll need to consider a partner, whether it's a shared services or a merger partner," Kaspar said. At that time, APRA heatmap data showed MIESF had a three-year ... |
| | | | ... so rewarding always to be breaking new ground in delivering innovative life insurance solutions for Aussie consumers - whether direct to consumer, via affinity referral relationships and strategic alliance partnerships, whether bridging the gap between ... |
| | | | ... technology like artificial intelligence may be an effective way to automate workflows. "From a workflow point of view, whether it is to your treasury system to manage cash, a portfolio monitoring system or pot-investment monitoring, you need to know ... |
| | | | ... internally and externally," Clavin said. "When we looked at the data that we were receiving, the gaps were quite significant. Whether it was an over reliance on custody data that wasn't fit for purpose for the investment decision making process ... |
| | | | ... of someone's fitness and propriety, what kind of circumstance are we talking about?" Barrett raised concerns about whether placing greater emphasis on reputational risks and perceived conflicts of interest could result in individuals being disqualified ... |
| | | | ... environment of tighter monetary policy indicates the economy is heading towards recovery," McCormack said. "The main question is whether this positive momentum is sustainable. Domestic growth concerns have eased somewhat, however Australia's vulnerability ... |
| | | | ... turned its attention to AustralianSuper, investigating claims of delays in death benefit payments - raising questions about whether the system designed to protect members is instead failing them at their most vulnerable. The research paper noted insurers ... |
| | | | ... on the terms of the transaction, Centurion noted, including claw backs or deferred payment times, client handover, and whether the selling adviser is exiting the industry or going elsewhere. Overall, Centurion said the outlook for financial advice practice ... |
| | | | ... economy, so it's important we approach this from both an opportunity and risk perspective. The critical point for ASIC is whether there is a need for interventions to address risk or adjustment to how regulation operates to take advantage of opportunities ... |
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