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Showing 771 - 780 of 1177 results for "Quality of"

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... and commitment to improving financial literacy. The practice of the year award looks at practice's use of technology, quality of client engagement materials and quality of the client feedback process. The female excellence in advice award recognises ...

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
... large financial institutions are another win for consumers because they will ultimately result in better protection and quality of advice," Rantall said.

MyState sees small growth in profits

MARK SMITH  |  FRIDAY, 22 AUG 2014
... focus on writing high-quality loan business; arrears remain well below industry peers, reflecting the sound credit quality of the loan book. Tight cost control, combined with structural changes to increase efficiency, has improved the cost to income ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... compensation processes. AMP will also set up a Customer Advice Review that will attend customer complaints about the quality of advice received when the customer is not satisfied with AMP's response through normal channels. "If the panel finds the personal ...

Legg Mason wins $125m Mercer mandate

MARK SMITH  |  MONDAY, 18 AUG 2014
... research by the consultant. "Legg Mason believes its combination of investment experience, long term performance results, quality of process and capabilities of the investment team provided a strong case for inclusion in the multi manager suite," the ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... their satisfaction with advisers - outside of investment selection. These include: technical expertise, tax expertise, quality of support staff and clarity of fees and charges." Interestingly the report also revealed that accounts may be becoming less ...

ASIC puts an end to PIS monitoring program

LAURA MILLAN  |  TUESDAY, 29 JUL 2014
... that reported to ASIC every three months. PIS' professional standards team has worked with the practices to assess the quality of advice and address the issues that needed to be improved. "It has been a good learning opportunity for the practices," De ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
... all Australians should have access to as much information as possible to help them make informed choices about the quality of financial planners across the country," Cooper said. He suggested that the register should include details of the advisers' ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
... everyone has a risk gate opener, which is about quality and compliance," she said, and added: "if there's any issues with quality of advice or compliance, that will act to immediately stopping any remuneration of incentive arrangements." Read all Financial ...

FoFA disallowance vote will save "millions"

ALICE URIBE  |  TUESDAY, 15 JUL 2014
... reliance on disclosure despite clear evidence from the regulator ASIC that it isn't an effective tool to improve the quality of advice. Specifically, enhanced statements of advice are not required for general advice - so there will be no disclosure of ...