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Showing 301 - 310 of 566 results for "ProActive"

Future of superannuation leads FSC Summit

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
The superannuation industry should brace itself for fewer legacy arrangements, fewer accounts, and greater demand for needs-based insurance. This was a key message from PwC asset and wealth management leader Craig Cummins as he opened the Financial ...

Australian asset owners support first stewardship code

DARREN SNYDER  |  THURSDAY, 17 MAY 2018
Two prominent industry superannuation funds, managing more than $174 billion, are the primary signatories to Australia's first asset owner stewardship code. AustralianSuper and HESTA have committed to the Australian Asset Owner Stewardship Code ...

ASIC consults on advice code monitoring bodies

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
... licensees and authorised representatives to provide information to all code monitoring bodies to enable effective and proactive monitoring, chiefly where a code breach is suspected but not yet confirmed. At present, they are only required to do so in ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios.

Mental health to transform life insurance: ANZ Wealth

KARREN VERGARA  |  FRIDAY, 11 MAY 2018
ANZ Wealth is making inroads with its newly launched mental health initiatives, including innovative and preventative programs aiming for the life insurer to play a more active role in the space. According to ANZ Wealth head of mental health and wellness ...

Government to ban default life insurance in super

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... inactive superannuation accounts with the member's active account, where possible. This measure will also include the proactive payment of funds currently held by the ATO." These changes will take effect from 1 July 2019. Speaking to Financial Standard ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... fee is paid for ongoing support and services, those services will be provided. This includes making sure we are both proactive in our communication, steadfast in sticking to the principles that underpin smart financial decision making, and being available ...

WA Super awards admin mandate

KARREN VERGARA  |  THURSDAY, 19 APR 2018
... will make it quicker and easier for members to come to grips with their superannuation and allow them to play a more proactive role in growing their own retirement fund, he added. Ross succeeded John McNally in February 2017, who decided to retire after ...

Industry welcomes final Better Banking report

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
The final report of a two year reform program has outlined the progress made by Australia's banks in implementing the Better Banking Reforms Program. Handing down the report, independent governance expert Ian McPhee said commitment to the package of ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. Established in 2016, Trustee Partners owns Tidswell Financial, the trustee behind Spaceship, GoodSuper, MAX Super ...