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Showing 581 - 590 of 1436 results for "Comprehensive"

KPMG brings remediation regtech to Australia

HARRISON WORLEY  |  TUESDAY, 5 MAR 2019
... which has seen KPMG expand its advice remediation team - as it can "rapidly" assess customer files and provide a "comprehensive means to review interactions and support customers across all channels." KPMG national industry leader of financial services ...

Actuaries Institute welcomes retirement income reforms

JAMIE WILLIAMSON  |  TUESDAY, 19 FEB 2019
The Actuaries Institute has welcomed the Government's action on Comprehensive Income Products for Retirement, including the requirement for all superannuation funds to offer a retirement income strategy. Acknowledging the passage of legislative changes ...

Ongoing service arrangements should be tightened: Hayne

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... with the client on a retainer basis with an ongoing fee arrangement, he says "There is no way you can do a full and comprehensive review of a new client's situation and future needs, go through the entire research and advice process through to implementation ...

NAB to end financial planning compliance issue

HARRISON WORLEY  |  TUESDAY, 15 JAN 2019
... NAB FP general manager Tim Steele said that since the issue was identified in late 2016 the bank has undergone a comprehensive program in an effort to rectify the matter and ensure the behaviour is not repeated. "We have also worked with our clients ...

Government needs to rethink CIPRs

KANIKA SOOD  |  THURSDAY, 10 JAN 2019
... the deadline, the Productivity Commission says in the final report. Treasury has already extended the deadline on Comprehensive Income Retirement Products to July 2022, and most super funds have done very little work on it. The key point of the Retirement ...

Joint venture to set new ETF standard

JAMIE WILLIAMSON  |  WEDNESDAY, 9 JAN 2019
... strategic alliance. BlackRock and RBC Global Asset Management announced a partnership that will deliver the most comprehensive suite of ETFs in Canada under a new brand, RBC iShares. With a combined value of $63 billion, the suite will comprise 150 ETFs ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... there is a growing trend of Australian's wanting a natural and practical conversation without having to pay for comprehensive personal advice and that this would stand as an important test case for the wealth industry.

Where UniSuper sees market opportunities

KANIKA SOOD  |  MONDAY, 31 DEC 2018
... change affecting future retirees and pre retirees would be the Treasury's requirement for all funds to offer a comprehensive income product for retirement (CIPR). "I think CIPRs was a very misconceived idea and we have done very little work on it," ...

AFA explains stance on grandfathered commissions

DARREN SNYDER  |  FRIDAY, 21 DEC 2018
... policy and professionalism Phil Anderson said the association's submission to the Royal Commission was more comprehensive than purely being an opponent to grandfathered commissions. Anderson said the submission detailed the complexities and consequences ...