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Showing 411 - 420 of 1533 results for "Assessment"

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when ...

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
The Actuaries Institute has released sweeping recommendations to help fix the individual disability income insurance (IDII) sector that is currently at "risk of failure". The final recommendations follow a 12 month-review, led by an appointed Actuaries ...

PPS Mutual launches member offer

ANNABELLE DICKSON  |  MONDAY, 17 MAY 2021
Mutual life insurer PPS Mutual has launched a timesaving underwriting offer for existing members to add cover to their policy. Members who have a current income protection policy with PPS Mutual can now apply to add or increase life, total and permanent ...

YFYS incentive to reduce fees: Hume

ANNABELLE DICKSON  |  THURSDAY, 13 MAY 2021
... Indeed, funds that lowered fees will be rewarded with higher net returns so should achieve a higher APRA performance test assessment," Dunnin said. "But if the fee 'reduction' was really nothing more than the fee load swapping from investment fee side ...

New partnership for BC Investment Group

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
... 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 had temporarily halted ...

APRA releases draft climate change guidance

RACHEL ALEMBAKIS  |  FRIDAY, 23 APR 2021
... guidance sends a clear message to directors and trustees that climate risk is financial risk," Herd says. "It means assessment, disclosure and management of an organisation's climate risk exposure is clearly identified as being consistent with proper ...

Rest launches low-cost SRI option

JAMIE WILLIAMSON  |  TUESDAY, 20 APR 2021
... remuneration. Elsewhere, the new option will invest in property assets that have an average or above average GRESB Real Estate Assessment score, and in infrastructure assets with integrated ESG factors that work towards a low-carbon economy or have limited ...

Chief economist update: Copper 10,000

BENJAMIN ONG  |  TUESDAY, 20 APR 2021
... and as economies adapted to new ways of working". The IMF's revised projections are in line with the OECD's assessment (released a month earlier) where it predicts global GDP growth to expand by 5.6% this year, an upward revision of 1.4 percentage ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
... communications, and interventions for each individual client at a particular time. The process includes a financial personality assessment which analyses 15 dimensions that bases options on the investor's answer. "Our research has conclusively demonstrated ...

Chief economist update: Positive feedback loop

BENJAMIN ONG  |  TUESDAY, 6 APR 2021
... monthly increase since April 2003 - to a reading of 109.7 in March. "The Present Situation Index-based on consumers' assessment of current business and labor market conditions-climbed from 89.6 to 110.0. The Expectations Index-based on consumers' ...