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Showing 551 - 560 of 1163 results for "Quality of"

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... significant step. "The tireless work of the SEC staff has proven to me that we can increase investor protection and the quality of investment services by enhancing investor understanding and strengthening required standards of conduct. Importantly, I ...

Wealth management products make big leaps in digital sales readiness

KANIKA SOOD  |  THURSDAY, 19 APR 2018
... readiness, more than double of where it was two years ago. In Australia, nearly every flagship product ranks high in quality of experience, Copeland said. In the wealth management segment, global digital sales capabilities stood at 47%. By contrast ...

Royal Commission must cast net wider

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... financial planning revenue. Industry Fund Services chief executive Cath Bowtell says she would welcome any review into the quality of advice provided from advisers licensed by IFS. "We continuously improve our quality assurance regime, and any input ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... approach. Bannister said at the time: "We believe there is a market niche for advisers whose clients are skeptical of the quality of advice offered to them by banks and other robo-advice platforms, whose focus is directing their clients into products." ...

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
... partnering with our clients," Evans Dixon executive chair David Evans said. "A significant strength of the business is the quality of our team of over 600 people across offices in Sydney, Melbourne, Canberra, Brisbane and New York," Evans said. "Listing ...

AFA responds to 'disappointing' PJC life insurance report

KARREN VERGARA  |  WEDNESDAY, 11 APR 2018
... professional standards legislation, the AFA said. The PJC has fundamentally failed to compare the cost of insurance, quality of benefits, claims payment ratios, product features or underwriting issues across the three channels, it said. Another concern ...

Perpetual GM joins Evans Dixon ahead of IPO

ALEX BURKE  |  THURSDAY, 29 MAR 2018
... partnering with our clients," Evans Dixon executive chair David Evans said. "A significant strength of the business is the quality of our team of over 600 people across offices in Sydney, Melbourne, Canberra, Brisbane and New York," Evans said. "Listing ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... also released its draft Code of Ethics which it said "establishes core values to guide ethical behaviour, client care, quality of process and professional commitment amongst advisers" and comprises 12 standards. Consultation on the Code of Ethics is ...

Responding to the revolution

JAMIE WILLIAMSON  |  THURSDAY, 15 MAR 2018
... innovation to grow and extend our productivity and way of life but it's not the innovation alone that increases the quality of life or the distribution of better outcomes. That comes from the institutions and thoughtful implementation of technology," ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... than later is that it enables him to see how the money is spent - to help improve his children and grandchildren's quality of life. CommInsure head of annuities George Lytas, who also spoke at the briefing, said it's understandable people don't want ...