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Showing 361 - 370 of 1697 results for "Communication"

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
The Association of Financial Advisers has appointed a general manager of partnerships who joined from AMP. Cameron Burne joined the AFA in March and was most recently a partnership manager at AMP Financial Planning. He spent over eight years with the ...

MAX finalists named, voting open

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... QSuper - QSuper Lifetime Pension AIA Australia - Crisis Extension Cover PUBLIC RELATIONS AGENCY OF THE YEAR BlueChip Communication Honner PritchittBland Mountain Media Reverb Media SOCIAL MEDIA CAMPAIGN OF THE YEAR BT Zurich Future Super Australian Ethical ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
ASIC has confirmed it will not be recommending changing the label of 'general advice', after independent research commissioned by the regulator found such a move is unlikely to prevent consumer confusion. Both the Financial System Inquiry's ...

New partnership for BC Investment Group

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
... Consortium International Limited, a conglomerate listed on the Hong Kong stock exchange. Novatti said it is in regular communication with APRA on assessment of its application for a restricted banking licence. Following the onset of COVID-19, the regulator ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... but could be used when supporting evidence is needed." AFCA chief ombudsman David Locke said record keeping and communication are key for advisers to avoid complaints and address them effectively. "Documents created at the same time as the activity or ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... strong interest from across the industry in a solution which addresses this challenge of multilateral validation and communication in a way that doesn't add unnecessary cost or complexity. Today's announcement represents another step forward in achieving ...

Guild Super chooses new administrator

ELIZABETH MCARTHUR  |  THURSDAY, 22 APR 2021
... to submit requests to change investment options or personal details online and will be able to receive electronic communication from the fund. From April 27 to May 1, members will find that the online portal has limited functionality as the fund transitions ...

Pandemic spurs advice, insurance rethink

KARREN VERGARA  |  WEDNESDAY, 21 APR 2021
... following a review. "Now is the time for advisers to be investing in relationship-building and clear, transparent communication to help their clients make sound financial decisions for their future. Reviews have always been critical in helping advisers ...

Value managers fight back: Mercer

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... index's performance. Financials were the standout contributor, delivering 12.1% over the quarter, followed next by communication services and consumer discretionary.

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...