Search Results | Showing 31 - 40 of 1370 results for "Assessment" |
| | ... client advice. "Clique has been an approved provider of our licensee services division for some time, following an assessment by our compliance team of the quality of its advice documentation," Sequoia managing director Garry Crole said. "We encourage ... |
| | | ... revalue their unlisted assets on a quarterly basis at least. This occurred around the same time the Financial Regulator Assessment Authority criticised funds' approach to valuing unlisted assets in the wake of the Canva writedowns, as well as APRA's ... |
| | | ... Community Trust South picked JANA to provide advisory services, strategic advice, and portfolio construction and risk assessment. |
| | | ... shareholders to vote in favour of the proposal in the absence of a superior one. It is subject to the independent expert's assessment if the deal is in the best interests of Link shareholders. Last week, Link Fund Solutions finalised the compensation ... |
| | | ... proposed adding the deductibility of financial advice fees as tax-related expenses under section 25-5 of the Income Tax Assessment Act 1997. "This revised guidance is sensible and welcome. The existing Tax Determination is almost 30 years old, and a ... |
| | | ... knowledge, experience, and dependable collaboration, Morningstar said. "A culture of honest interaction and independent assessment has long been fostered within the team," the research house said. Morningstar also heaped praise on Dimensional Australian ... |
| | | ... sexual harassment, sex-based harassment, sex discrimination, hostile workplace environments and victimisation. A 2021 assessment by ACSI and AHRC found that boards were reactive, rather than preventative, in their approach to these issues. ACSI chief ... |
| | | ... advice framework could see an adviser help consumers invest a one-off lump sum. Consumers would receive a suitability assessment and personal recommendation for how they should invest, but this doesn't consider their wider financial situation. Under ... |
| | | ... regulatory changes making it more expensive for investors to access interest-only loans, and changes in the serviceability assessment a significant proportion of borrowers are likely to have either been unable to refinance or faced significant increases ... |
| | | ASIC has identified a trend among some online trading providers, presenting high-risk investment opportunities to retail investors, a shift emerging amid the fluctuating market conditions and the decline in retail trading activity post-pandemic. In ... |
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