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Showing 1131 - 1140 of 1670 results for "Register"

Institutions' bid to raise adviser education not genuine: FSU

LAURA MILLAN  |  MONDAY, 8 SEP 2014
... regular reviews and renewals of qualifications and capacity to practice. The FSU is also supportive of creating a national register of financial advisers

SEC adviser exams could cost US$310m

ALEX DUNNIN  |  MONDAY, 8 SEP 2014
A US study has found that improved investment adviser examination requirements could cost their funds industry US$310 million. Training consultant 'RIA in a Box' released its analysis last week following sentiment that a Bill before Congress to 'user ...

Ties between product and advice "archaic": FPA

ALICE URIBE  |  FRIDAY, 5 SEP 2014
... said the it would provide supplementary submission on education standards for advisers, as well as the proposal for a register of financial advisers, as this material is being developed in conjunction with current consultations with the Parliamentary ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
... all financial planners are members of a professional association, when all financial planners are listed on a public register, when more financial planners carry the world class CFP [Certified Financial Planner] designation, we are in a better position ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN  |  TUESDAY, 2 SEP 2014
... Services Council (FSC). The new body would oversee the development of competency standards, adviser education and the register of advisers, the FSC proposed in its submission to the Financial System Inquiry (FSI). The board should include representatives ...

Aligned licensees could be renamed "restricted advice" groups

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... activity." The regulator also highlighted the need to raise adviser's minimum education requirements, to create a national register of financial advisers and to establish a national examination for planners providing personal or holistic advice.

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... making cost-effective financial advice accessible to all Australians." Hagger said MLC also supports an enhanced national register of financial advisers, and consumers having open access to information about the ownership and independence of their financial ...

Research group launches adviser rating app

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
Consumers will be able to rate their financial planners through a mobile app, which includes an adviser register and is part of the broader Most Trusted Advisers network. The Beddoes Institute launched the network, the register and the app yesterday ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
Planners registered as tax financial advisers with the Tax Practitioners Board (TPB) will have to undertake at least 200 hours of study covering Australian taxation and commercial law. Advisers who are members or are seeking membership of a professional ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... business to run more than a billion dollars in funds, and why the time is ripe to transition into managed accounts. To register for the forum, click here. The FS Managed Accounts magazine and the inaugural Financial Standard Adviser Survey on Managed ...