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Showing 1061 - 1070 of 1724 results for "Minimum"

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Australia's largest advice business AMP will require that all of its financial planners hold a post-graduate degree, a move that aims to increase trust in advisers. All existing and new AMP advisers must hold post-graduate qualifications such as a Certified ...

Adviser jailed for blowing client funds on fast cars

MARK SMITH  |  THURSDAY, 21 AUG 2014
... years and three months in jail for his crimes. Appearing in the County Court of Victoria, Cini was ordered to serve a minimum of three years and three months before being eligible for release. ASIC's investigation found he raised more than $1 million ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... in two exposure drafts on education requirements under the Tax Agent Services Act (TASA) 2009. The TPB considered the minimum education standards for financial advisers to be insufficient and noted that "the lack of a comprehensive education on Australian ...

Global Wealth Partners to launch fund on ASX

MARK SMITH  |  MONDAY, 11 AUG 2014
... medium-to-long term in mixed market conditions. "Generally these funds are not accessible to retail investors due to the minimum investment requirement of more than US$1million. But one of the benefits of Global Wealth Partners is that investors can ...

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... membership of approved professional bodies and approved professional conduct. "For too long you had people being able to do a minimum RG146 as minimal as a two week course and $2,000 and behold themselves out as a financial planner. That's just not acceptable ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
... necessarily mean specialist qualifications, but the PJC's latest inquiry certainly raises some questions over whether the minimum RG 146 qualification for advisers is appropriate going forward."

Govt begins long-awaited retirement income review

JAMES FERNYHOUGH  |  TUESDAY, 22 JUL 2014
... income streams; specific impediments to the development of deferred lifetime annuities (DLAs); and proposed changes to the minimum drawdown rules. In the first section, the paper asks for feedback on what sort of products need to be developed, and what ...

Pohl's fund receives 'recommended' rating

JAMES FERNYHOUGH  |  FRIDAY, 18 JUL 2014
... Independent Investment Research. The rating comes ahead of BST's plan to list on the ASX in August. It is hoping to raise a minimum of $16m and a maximum of $50m through the issue of shares at $1.00 per share. The fund operates on a long-only strategy ...

FSI zeroes in on vertical advice and retirement income

LAURA MILLAN, JAMES FERNYHOUGH  |  TUESDAY, 15 JUL 2014
... advice that consumers receive. The FSI has asked stakeholders to consider different policy options, including raising the minimum education requirements for advisers, introducing a public register of advisers and renaming general advice as 'sales' and ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... performance of the Australian Securities and Investments Commission (ASIC), the Commonwealth Bank (CBA) will lift the minimum education standards for its financial advisers and demand that they belong to a professional association. The move aims to "regain ...