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Showing 581 - 590 of 1014 results for "Task"

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

Findex strengthens Melbourne leadership

HARRISON WORLEY  |  THURSDAY, 28 JUN 2018
Following recent expansion into a new services market, diversified financial services provider Findex has bolstered its business advisory team. Former Deloitte manager Chris Richardson has linked with Findex subsidiary Crowe Horwath Melbourne, as the ...

NAB names wealth advocate

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
NAB appointed a wealth customer advocate tasked with lifting the standards of the banking group's financial advice complaints process. Clare Petre is the new independent customer advocate for customers, overseeing products, services and advice. She ...

Super fund rationalisation painful: PwC

KARREN VERGARA  |  THURSDAY, 21 JUN 2018
The superannuation industry shouldn't underestimate the pain or amount of difficulty it will experience if the proposed rationalisation of underperforming funds eventuates, the second day of Productivity Commission public hearings was told in Melbourne. ...

SSGA appoints head of retirement solutions

ALEX BURKE  |  TUESDAY, 19 JUN 2018
State Street Global Advisors has appointed a new head of retirement solutions for Australia. Jonathan Shead has worked in various SSGA roles since 2000; he was most recently head of portfolio solutions for the Asia-Pacific region. Before SSGA, he was ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... members] are either not motivated by them or they just become so overwhelmed by what might be a seemingly mammoth and impossible task," the report reads. To combat this, Elixir advocates sharing targets and tracking actuals against those targets on an ...

AFCA appoints chief executive

KANIKA SOOD  |  FRIDAY, 15 JUN 2018
The one-stop shop for financial services complaint has chosen David Locke as its chief ombudsman and chief executive. Locke is currently the Australian Charities and Not-for-Profits Commission (ACNC)'s assistant commissioner, charity services. ACNC ...

Asset manager awards admin mandate

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
An Australian alternative asset manager has awarded a fund administration mandate to US firm SS&C Technologies. SS&C Technologies marked Global Merces as its first Australian client since the acquisition of DST earlier this year. The Nasdaq-listed company ...

AMP adds legal expert to board

KARREN VERGARA  |  TUESDAY, 12 JUN 2018
AMP is welcoming a legal and regulatory expert to its board in an effort to rebuild the company. John O'Sullivan joins AMP as a non-executive director effective 20 June 2018. He was a partner at Freehill Hollingdale & Page (now Herbert Smith Freehills) ...

Instos partner with Canadian government

JAMIE WILLIAMSON  |  THURSDAY, 7 JUN 2018
... partner institutions and outside consultants will assess efforts by various groups to adopt the Financial Stability Board's Task Force on Climate-related Financial Disclosures. They will then devise a unified approach and publish sample guidance ...