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Showing 651 - 660 of 2383 results for "Finding"

Actuaries Institute unveils IDII recommendations

KARREN VERGARA  |  MONDAY, 24 MAY 2021
The Actuaries Institute has released sweeping recommendations to help fix the individual disability income insurance (IDII) sector that is currently at "risk of failure". The final recommendations follow a 12 month-review, led by an appointed Actuaries ...

Female CFPs more invested in financial planning

KARREN VERGARA  |  FRIDAY, 14 MAY 2021
A new survey reveals that women with the Certified Financial Planner designation are more focused on holistic yet detailed advice and can build client trust better than male counterparts. The survey commissioned by the CFP Board of Standards found that ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
A new digital fact-finding solution, which is saving financial advisers nearly six hours per client, has snapped up partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun ...

Super funds slam budget's super gap measures

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
Superannuation funds welcomed the budget's move to dump the $450 threshold, but called out a lack of measures to close the super gap. Last night's budget included five key decisions on superannuation. These were abolishing the $450 per month ...

Super fund advice not useful: Research

JAMIE WILLIAMSON  |  THURSDAY, 6 MAY 2021
... advise them on retirement, only 16% of those who have sought advice from their fund believe it was useful. That's a key finding of UK fintech Smart's The future of global retirement report, looking at how those in the world's most advanced defined contribution ...

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... changing the general advice label will have any measurable impact on consumer perceptions of the advice they receive. The key finding of the research was that there was no evidence to suggest changing the label will change consumers' understanding ...

Managed funds coped with COVID-19: ASIC

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
An ASIC review of retail managed funds found that they effectively coped with the challenges presented by COVID-19. ASIC found managed funds largely did not face serious investor liquidity challenges during the height of COVID-19 market disruptions ...

ASIC appoints new chair, deputy chair

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
ASIC has appointed a new chair to replace James Shipton and a deputy chair. Perth-based lawyer Joe Longo has been appointed chair and the ACCC's Sarah Court also joins the regulator as deputy chair. "On behalf of the ASIC Commission and team I'd ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
New research from Investment Trends has revealed how investors choose ESG product providers, and it's bad news for some of the big names in funds management. According to the research, conducted by Investment Trends and Australian Ethical, 87% of ...

Mercer launches aged care support service

KARREN VERGARA  |  MONDAY, 26 APR 2021
... will be available to their employees. Mercer retirement innovation leader Will Burkitt said navigating the system and finding a trusted source of reliable, accessible, and independent information is proving more difficult than it should be. "Australia ...