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Showing 751 - 760 of 1508 results for "Assessment"

ASIC raises concerns over NSX listings

KARREN VERGARA  |  TUESDAY, 29 AUG 2017
... entity complied with the operating rules and that NSX was meeting its statutory requirements, ASIC said in its NSX assessment report. "We have seen that some of these listings have a disproportionate amount of trades occurring off-market following very ...

Big tech leads fintech optimism

DARREN SNYDER  |  THURSDAY, 24 AUG 2017
Three years of global research on fintechs has delivered an optimistic assessment about their disruptive and transformative role in financial services. The research culminated in an 197-page report released by the World Economic Forum and Deloitte ...

Executives have 90 days to make impact

KARREN VERGARA  |  THURSDAY, 24 AUG 2017
... constantly aligning this set of information and communicating it clearly with the new team. "As you make that analysis and assessment of where the company is at, the key is [making sure] you've aligned that with your manager - your analysis and initial ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

Artificial intelligence provides adviser advantage

DARREN SNYDER  |  TUESDAY, 15 AUG 2017
... doctors." Her comment comes from Dimension Data's latest e-book that aims to provide executive guidance around the assessment of a business' digital enterprise capability. She said leaders across all industries lack tools and models for cohesive strategy ...

Former investment bankers behind new platform

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
... trusts and also banks through lending," Nankivell said. "As the trustee of the investments, iPartners applies a strict assessment of the risks and opportunities associated with each investment we facilitate." With 13 other shareholders including former ...

Retirement income innovation severely lacking

EMMA RAPAPORT  |  TUESDAY, 25 JUL 2017
... market failures by entrants who have built and launched products in an attempt to solve the retirement dilemma. Our assessment is they've all failed for very different reasons," he said. "In my view, the financial services industry needs to try harder ...

Government gives super system further makeover

DARREN SNYDER  |  TUESDAY, 25 JUL 2017
... sets its fees and the way it spends members' money. Strengthening default MySuper products including a stronger annual assessment of MySuper product outcomes to ensure the investment and insurance strategies, fees, scale and returns are promoting the ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
ANZ Wealth launched a life insurance pre-assessment tool that reduces the application waiting time up to 48 hours. The OneCare Pre-Assessment Wizard aims to assist financial advisers understand the potential underwriting outcomes for certain medical ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ...