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Showing 281 - 290 of 1507 results for "Assessment"

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... services - administration, financial advice, investment management and insurance. APRA's observations focused on trustees' assessment of service providers' value for money, trustees' measurement and monitoring of service providers' performance and trustees' ...

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... Sarah Pritchard. "Offering advice on what to invest in carries with it a heavy regulatory burden. A full suitability assessment, in effect an in-depth MoT of a customer's financial situation is needed from a qualified financial adviser." Pritchard highlighted ...

Four MySuper products fail for second time: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2022
... said: "For Lifestage products like those offered by BT as a part of the Westpac Group Plan, the annual performance assessment takes into account the asset-weighted performance of all Lifestage investment options collectively to calculate a single performance ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... Chant West general manager Ian Fryer explained the decision was made in response to market feedback for a comprehensive assessment that helped advisers compare platforms and assess their core features and capabilities in key areas. "Through our experience ...

ASIC tells super trustees to improve TMDs

ANDREW MCKEAN  |  MONDAY, 29 AUG 2022
... recommend trustees consider how insights from complying with their member outcomes obligations (the annual outcomes assessment and business performance reviews) are incorporated into their review triggers," ASIC stated. This entails trustees giving more ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... MobiSuper is a sub-plan of the Tidswell Master Superannuation Plan and, according to its most recent Member Outcomes Assessment, was due to be combined with Student Super's Professional Super last month. Meanwhile, ZIB has been ordered to pay a penalty ...

Online investor numbers taper out: Report

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... Subsequently, Guiamatsia said: "The ongoing cost-of-living pressures on households would no doubt contribute to delaying the assessment of readiness. At the same time, the vertiginous rise of interest rates has reinstated cash as an appealing instrument ...

ASIC capability review released

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
The Financial Regulator Assessment Authority (FRAA) reviewed ASIC and said it's generally effective and capable but there are still some important opportunities to enhance performance. The FRAA released its report, Effectiveness and Capability Review ...

Transurban names new chair

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... non-executive director of the Australian Foundation Investment Company Limited and a member of the Financial Regulator Assessment Authority. A statement said he has extensive experience across all facets of company management, including equity and debt ...

Moody's RMS appoints regional managing director

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2022
... industry." Also commenting on his appointment, Hare said he is delighted to be working to deliver an "integrated risk assessment strategy that will help clients and communities decode risk and unlock opportunity." "Climate change and natural catastrophes ...