Search Results | Showing 851 - 860 of 1508 results for "Assessment" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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