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Showing 551 - 560 of 1508 results for "Assessment"

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... early on in the process, we'll be introducing people to careers counselling or careers advice, as well as a medical assessment to challenge their thinking about health," Earl said. "Helping people to go through that decision-making process before they ...

Industry Fund Services adopts regtech solution

KRISTI CHENG  |  FRIDAY, 13 SEP 2019
... Instead of a traditional, manual compliance review of only a sample of client financial planning files, an automated pre-assessment of up to 100% of files will now be possible. Advice Regtech said it will vastly improve the volume of files audited, meaning ...

ASIC prepares to be primary super conduct regulator

ELIZABETH MCARTHUR  |  THURSDAY, 12 SEP 2019
... Implementation Roadmap," Shipton said. ASIC's Corporate Governance Taskforce is currently completing a targeted assessment of the corporate governance practices of 21 of the ASX100 companies. That report is expected by the end of the year. Shipton ...

AFCA ombudsman addresses adviser concerns

KRISTI CHENG  |  TUESDAY, 10 SEP 2019
... together." If the matter cannot be solved through conciliation, and AFCA has to move to make a decision, they will make an assessment "based on what they've seen." Cases that were previously declined because of the time limit will be reviewed by the ...

APRA slaps traffic light ratings on super funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2019
... said. Where the legislation requires RSEs to assess member outcomes at a product level, the BPR requires an outcomes assessment across a range of metrics for different member cohorts. Furthermore, Rowell said licensees must consider whether they will ...

Manager vacancy at $50m fund

KANIKA SOOD  |  WEDNESDAY, 28 AUG 2019
... (ASX: BAF) or other subsidiaries. In June, Blue Sky bid farewell to its chief executive Joel Cann, after a strategic assessment determined the role "is no longer required".

CFP coursework approved

ELIZABETH MCARTHUR  |  TUESDAY, 27 AUG 2019
The Financial Planning Association of Australia (FPA) has had its application for recognition of CFP coursework approved by FASEA. Any financial advisers who completed Certified Financial Planning (CFP) 1-4 program coursework to obtain the FPA CFP designation ...

Government super fund changes insurance terms, premiums

KARREN VERGARA  |  TUESDAY, 20 AUG 2019
... pay (LWOP) for more than 24 months who have not requested an extension of TPD cover as approved by the insurer, their assessment will be against the new TPD definition that no longer includes ADL. For SCI changes, the benefit period will extend to a ...

Court dismisses Westpac lending practice case

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... done so. Justice Nye Perram handed down the decision on August 13, stating that a lender "may do what it wants in the assessment process" and other provisions of the National Consumer Credit Protection Act 2009 impose penalties if lenders make unsuitable ...

APRA opens margin requirement talks

HARRISON WORLEY  |  THURSDAY, 15 AUG 2019
... Allianz with an additional capital requirement of $250 million, after gaps were identified by its governance risk self-assessment. APRA said the extra capital requirement - the first applied to an institution outside the big four banks since the CBA ...