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Showing 491 - 500 of 1001 results for "Task"

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners. AFA Pulse has been designed as an online community, launched with a Facebook page. Any AFA members who are paraplanners or looking to move into paraplanning ...

New features for My AMP

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 JUL 2019
The 650,000 clients using AMP's My AMP wealth management website will now have access to a range of new features. The new features include an interactive goals timeline where clients can identify their goals and source educational materials and access ...

Wealth management investigations spike

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
The corporate regulator's wealth management investigations increased 129% in the year to March 2019, ASIC commissioner John Price said yesterday. In opening comments to a keynote panel discussion at the Governance and Risk Management Forum in Melbourne ...

Advice associations meet new minister

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
The two key financial advice associations have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly ...

FPA, AFA partner on life insurance

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... us to work collaboratively as a community with Government, towards the shared goal of great outcomes for consumers." The task force will also report back to advisers with a common view on what will be required of them after the 2021 review. "The FPA ...

Law Council chides ASIC

HARRISON WORLEY  |  TUESDAY, 11 JUN 2019
... appropriate, commenting that the regulator would welcome more co-operation between ASIC and the organisations it was taking to task. "The more timely the better, frankly, because of our use of public funds," Crennan told The Australian. "Don't battle ...

Chief economist update: The path of monetary policy according to Lowe

BENJAMIN ONG  |  WEDNESDAY, 5 JUN 2019
... masses of data and seeking to understand what are often conflicting signals about the economy. As we have gone about this task over recent times, there has been a progressive accumulation of evidence in support of two conclusions," Lowe said. "The first ...

Zurich launches new client portal

ELIZABETH MCARTHUR  |  FRIDAY, 24 MAY 2019
Zurich has launched a new on demand, self-serve portal for life insurance, superannuation and investment clients. The My Zurich portal will offer a new level of engagement for clients, which Zurich said will drive greater adviser efficiency and streamline ...

Sargon named trustee for new super fund

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
... super. PPS Mutual director of proposition Matthew Pilcher said Sargon's "strong compliance culture" saw it selected for the task. "Sargon is helping PPS Mutual navigate the complex and changing regulatory environment so we're able to offer the best possible ...

Stewardship lessons from BlackRock

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... stewardship are: resourcing, clarity, voting, collaboration and leadership. "Stewardship resourcing is sparse in the context of the task and the size of the opportunity. If a quarter of one basis point of every asset invested was directed to stewardship ...