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| | | ... continuity," KPMG said. "Through partnerships, firms can benefit from shared knowledge and enhance their security posture in response to evolving global regulatory demands without having to reinvent the wheel." Another consideration was to supercharge ... |
| | | | ... deliver these solutions to Australia. JPMAM head of wholesale for Australia Mark Carlile said the solution was developed in response to market feedback that wholesale investors were demanding access to private equity with lower investment minimums, without ... |
| | | | ... financial wellbeing of their clients every day." While several financial advisers welcomed and agreed with Sharpe's response, others suggested such comments are nothing new and the days of worrying about what the super industry thinks of advisers ... |
| | | | ... ability of the beneficiary to alter the strategic asset allocation of a particular covered asset class," APRA said in response to super funds' most frequently asked questions on Your Future, Your Super. "Per SIS Regulation 9AB.2(2)(c) of the SIS ... |
| | | | ... compliance with its obligations when dealing with retail clients who have not received financial advice. "The questions and response options were based on and relied predominantly on complex consumer attributes set out in the fund's TMD. The TMD is not ... |
| | | | ... than half (56%) of advisers said they have re-evaluated client portfolios in the last three months. This is mainly in response to the economy in general, followed by anticipated changes in specific investments. Life insurance remains a fundamental component ... |
| | | | ... basis, among other things, that it acted honestly and not carelessly when it offered the Earner product," ASIC said in response to the verdict. "ASIC took this case because it was concerned that Block Earner offered the Earner product without an Australian ... |
| | | | ... habitually misrepresents the benefits of its products". Australian Ethical also added that its ethical criteria may change in response to technological and scientific developments, social and other changes in the world. "We may develop new criteria and ... |
| | | | ... repayments, you're entitled to ask your bank or lender for help," he said. "If you aren't happy with your bank or lender's response, make a complaint and, if that doesn't resolve the issue, contact the Australian Financial Complaints Authority." ASIC ... |
| | | | An Investment Trends report has identified a clear inflection point for member engagement with superannuation funds. The 2024 Super Member Engagement report, based on a survey of 10,886 respondents, provided an analysis of member attitudes, satisfaction ... |
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