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Showing 961 - 970 of 1693 results for "Communication"

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
... looked at the administrative services provided by the platforms and the underlying technology. It also studied the communication between the managers and the operators of the SMA platforms and the suitability of the model portfolios for use in SMAs.

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
A group of financial planners and financial services entrepreneurs have united to create an online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete ...

CBA, ASIC unveil details of new compensation scheme

LAURA MILLAN  |  FRIDAY, 8 AUG 2014
... within CBA's financial planning businesses. At the time, ASIC acknowledged that CBA had failed to develop upfront communication with the affected clients, to advise them in their concerns, to inform that there would be a review of the advice previously ...

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
The number of consumers unaware that their financial adviser works for a dealer group aligned with the big institutions has significantly increased over the past year. In 2013, 51% of the clients using Commonwealth Bank-owned Financial Wisdom thought ...

NAB CEO rejigs executive team

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
The new National Australia Bank (NAB) chief executive Andrew Thorburn made a splash on his first day in the role, fulfilling his promise to deal with legacy issues and making major changes to the group's executive team. The changes have seen the departure ...

Government succeeds in securing final FoFA changes

LAURA MILLAN  |  WEDNESDAY, 16 JUL 2014
... it's about advisers telling clients in plain English that they're acting in their best interest." "It's a matter of communication," De Gori said, as the requirements are already outlined in the law, but advisers do not have the obligation to disclose ...

Calastone launches automated reporting tool

LAURA MILLAN  |  MONDAY, 14 JUL 2014
Calastone network users will be able to electronically communicate half yearly distribution income information from December. The new tool will automate distribution and communications between accountants managing self-managed super funds (SMSFs) and ...

Platinum and Iress named 'laggards' on sustainability

JAMES FERNYHOUGH  |  MONDAY, 14 JUL 2014
... disclosure of corporate performance, beyond that contained in traditional financial reporting, can undermine effective communication of these longer-term measures of business success by company boards to their owners. "Investors, such as ACSI's members ...

Bank cross-sell growing but slowly

ALEX DUNNIN  |  THURSDAY, 26 JUN 2014
While industry funds fear banks are targeting them to boost wallet share of their customers, research from Roy Morgan reveals banks lose more of their customers' business to other banks. According to the research, Roy Morgan found that the Big 4 retail ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014