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Showing 851 - 860 of 1508 results for "Assessment"

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
The Financial Planning Association (FPA) has named Claire McGregor as the winner of the fifth Gwen Fletcher Memorial award, the fourth female planner to be awarded the accolade. McGregor, of Elston Partners, has been advising for four years and received ...

Ratings upgrade for VanEck, PM Capital

KERRIE SYDEE  |  TUESDAY, 21 JUN 2016
... active managed fund peers." Zenith Investment Partners assigned PM Capital's PGF a 'recommended' rating. In its product assessment, Zenith noted: "Zenith believes the strategy's high conviction and contrarian investment approach is a differentiated offering ...

Economic Wrap

BENJAMIN ONG  |  THURSDAY, 16 JUN 2016
US Fed monetary policy decision No one expected the Fed to alter monetary settings this month - and they didn't - primarily due to the disappointing May employment report released in early June - and it was, "Information received since the Federal Open ...

AFA and Beddoes announce consumer choice award winners

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... Financial Group for most satisfied claimants, best ongoing claims management, best claims management staff and best claims assessment process. TAL won for best policyholder advocacy, best policyholder focus and most satisfied policyholders. AIA won for ...

Synchron lands payroll tax win

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
... revenue of authorised representatives, backdated seven years. According to Synchron director, Don Trapnell, the SRO's assessment that authorised representatives who do not employ two or more people are employees or relevant contractors for tax purposes ...

Life insurers must be more transparent: AFA

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
Australian life insurance companies should be more open to independent assessment to reassure the community of their commitment to transparency and continued improvement, argues Association of Financial Advisers (AFA) chief executive Brad Fox. According ...

ASIC warns SMSF accountants to have backup plan

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
... able to provide financial product advice on self-managed superannuation funds (SMSFs). ASIC senior executive leader, assessment and intelligence, Warren Day noted that after 30 June 2016, any accountant found to be providing unlicensed advice risked ...

New chair and director for SuiteBox

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
... Anderson currently runs his own capital advisory and management consulting firm and is a specialist in insurance risk assessment of listed securities' offers and IPOs. He was formerly the founder and managing director of Dual Insurance NZ; prior to this ...

CBA offers more than $4m in compensation

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
... 21 cases were assessed as having no evidence of advice. For the current period, the total number of customers issued assessment outcomes was 3,038, up from 1,937 cases as at 31 December 2015. Compensation was offered to 11% (332) cases where CBA found ...

ASFA recognises super challenge for PC

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... separate groups by splitting the choice and default (MySuper) segments. It also said SMSFs should be excluded from any assessment of operational efficiency. ASFA is advocating the commission adopt a balanced scorecard approach which examines the system ...