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Showing 791 - 800 of 3964 results for "Whether"

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... the term 'financial product advice' and substituting 'general advice'." It also wants to rehash the renaming issue of whether the labels 'general advice' and 'personal advice' should remain as is, given that no blanket rule has been set in stone. Therefore ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... and related obligations apply when giving limited advice. "The same rules apply to all personal advice, regardless of whether the advice is limited or comprehensive in scope," ASIC said. INFO 267 and the sample SOA summarises Regulatory Guide 175 Licensing ...

New members on Markets Disciplinary Panel

JAMIE WILLIAMSON  |  THURSDAY, 2 DEC 2021
... Macquarie Group. With seven members retiring, ASIC has welcomed three new appointees to the peer-review panel which determines whether infringement notices should be issued for alleged breaches of market integrity rules. Joining the board are Barrenjoey's ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... back-office processes such as HR and finance systems. CFS has more than 1700 employees based in Sydney and Melbourne. "Whether it's replacing ageing technology or introducing new capabilities, the majority of that money is for transformational benefits," ...

Industry fund cuts premiums

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... Daily Living to the more progressive Activities of Daily Working. Activities of Daily Living asses TPD claims based on whether the claimant can bathe, toilet, dress and feed themselves. Activities of Daily Working assess whether the claimant will be ...

Economic recap: Week to November 26

BENJAMIN ONG  |  MONDAY, 29 NOV 2021
... early days. Health officials (to date) still don't have enough data about Omicron. More so, in terms of its virulence or whether present vaccines are potent to keep it at bay. All of a sudden, the prospect of a gentle rise in interest rates seems to ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed accounts) ...

ASIC enforces licence conditions on ASX

ANNABELLE DICKSON  |  WEDNESDAY, 24 NOV 2021
... independent expert to assess ASX's assurance program for the implementation of the CHESS replacement program and analysing whether it is fit for purpose. ASIC has also released a report into the outage that outlines its expectations for market operators ...

APRA hones in on post-retirement products

KARREN VERGARA  |  TUESDAY, 23 NOV 2021
... focuses on the pre-retirement phase and leaves post-retirement by the wayside. "It's worth reflecting at this point on whether the retirement product gap is really a problem that needs solving," she told the recent AFR conference. One problem, as ...

COVID-19 relief for SMSFs may require specialist input

CHLOE WALKER  |  MONDAY, 22 NOV 2021
... therefore urge SMSFs to consider using a specialist who will be able to determine the impact of COVID-19 on their fund and whether they are eligible to take advantage of the extended relief measures. "Remember, too, the importance of having all the necessary ...