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Showing 711 - 720 of 1508 results for "Assessment"

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... will link directly to FinaMetrica's website to synchronise client data using an API - an Australian-first for the risk assessment company. "[The partnership] allows our mutual advisers the ability to streamline delivery of their risk profiling tools ...

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... to support their decisions. It then generates a quantitative rating - positive, neutral, or negative - based on key assessment areas of parent, people, performance, price and processes. A research analyst would typically assign analyst ratings - gold ...

Wearables driving life insurance engagement

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
A renewed focus on health and wellbeing is proving to be the key to engaging members with their life insurance. Since launching its fitness and wellness program four years ago with South African insurer Discovery, AIA Australia's Vitality leads the ...

Chief economist update: The key to ECB taper

BENJAMIN ONG  |  TUESDAY, 27 FEB 2018
Not a single soul could argue with ECB President Mario Draghi's assessment that "euro area economy is expanding robustly" and neither with his self-congratulatory remark that "our measures have put the euro area economy on a solid growth pathway, driven ...

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
... coverage they may need or their ability to pay for the insurance he recommended. Leake failed to make a reasonable assessment of which life insurance products might be best suited to his clients' needs, the regulator said. ASIC also found Leake made ...

CBA denies majority of latest AUSTRAC allegations

KARREN VERGARA  |  FRIDAY, 23 FEB 2018
... late threshold transactions reports (TTR) on time. CBA agreed with AUSTRAC that it "did not adequately adhere to risk assessment requirements" for its intelligent deposit machines (IDM) nor did it monitor them as intended between October 2012 and October ...

FASEA accelerates degree equivalency agenda

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... equivalence, not professional designation equivalence - which implies, quite correctly as the law states, this is an assessment of education." In addressing the recent uproar around a misnomer that any degrees older than 10 years would not count under ...

SEC cracks down on fee transparency

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
... compliance. Cybersecurity is also an area of interest, as programs initiated by the SEC will prioritise governance and risk assessment, access rights and controls, data loss prevention, vendor management, training and incident response. Anti-money laundering ...

Institutions urged to overhaul outdated risk management practices

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
Australia's financial institutions lack the capability to understand and manage risks that flow from rapidly changing social attitudes and should consider creating a dedicated role in response. That is the view of the Actuaries Institute's Ian Laughlin ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... customers have been contacted to advise them that CBA is conducting a review of their advice, and the vast majority of assessment outcomes will be issued to customers by the end of January 2018. This is ahead of the schedule agreed with ASIC," CBA said ...