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Showing 501 - 510 of 1692 results for "Communication"

NULIS satisfies ASIC requirements

HARRISON WORLEY  |  MONDAY, 16 DEC 2019
... reports lodged by NAB's wealth entities, which the corporate regulator said involved breakdowns in risk management and communication procedures after it transferred members in a number of products to MLC MasterKey Business Super and MLC MasterKey Personal ...

ASIC urges improved insurance outcomes

ELIZA BAVIN  |  FRIDAY, 13 DEC 2019
ASIC has called on the superannuation industry to improve consumer outcomes in relation to life insurance provided through superannuation. In the new report, titled Insurance in superannuation: Industry implementation of the Voluntary Code of Practice ...

Deloitte hires from OneVue

ELIZA BAVIN  |  MONDAY, 9 DEC 2019
Deloitte has named a new director of superannuation operational risk advisory, nabbing a C-suite level executive from OneVue. Melissa Gomes was previously the chief operating officer of OneVue's Super Services business where she oversaw the firm's acquisition ...

Why joint effort is required in advice

ELIZABETH MCARTHUR  |  THURSDAY, 5 DEC 2019
... there is a cohesive and common sense approach being taken by many stakeholders, and I believe reflects the positive communication and engagement from the Assistant Minister for Superannuation, Financial Services and Technology, Senator Jane Hume. Jane ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
Rainmaker Information has announced the appointment of an editor-at-large for Money magazine. Author and finance writer Julia Newbould has joined the Money team in the newly-created role of editor-at-large. Bringing more than 20 years' finance journalism ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... standards Ben Marshan said. "It's about 'breaking paper' - we must utilise the full breadth of digital, tech and communication modes available to allow advice delivery to be more accessible, personalised and meaningful for clients." Working with fintechs ...

ASIC outlines Code of Ethics expectations

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
... the code comes into effect; providing training to ensure conduct is consistent with the code; and ensuring proper communication channels are open to advisers who are seeking further clarification or have concerns. "In determining what constitutes reasonable ...

Dover, McMaster found guilty

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
... the SOAs provided along with the policy, meaning the court was unable to assess it in the context of the entire communication with the client. Therefore, it was possible that the SOAs qualified the policy "in a manner that would overcome the misleading ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... the confusion has largely arisen by how delayed the FASEA guidance has been, and the authority's less than clear communication style. "FASEA is basically saying where the client says they want ethical investments the planner has to take that into account," ...

Super investment menus not what they seem: Rice Warner

ELIZABETH MCARTHUR  |  FRIDAY, 1 NOV 2019
New insights from Rice Warner questions whether superannuation investment menus are really appropriately designed for members. Since the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Bill 2018 passed in ...