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Showing 1161 - 1170 of 5852 results for "Profession"

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
... doing it has been there for a while, however in the last few years other pressures have existed in the financial advice profession; the reduction in adviser numbers was one of the factors that ultimately led us to this point," he explained. "The reality ...

FS Power50: Last day to vote

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
Voting for the 2022 FS Power50, which recognises the most influential financial advisers in Australia, closes today. This year, Financial Standard received 180 nominations. This was whittled down to a shortlist of 115. So far, the list has attracted ...

Franklin Templeton expands fixed income team

CHLOE WALKER  |  THURSDAY, 1 SEP 2022
George Lim and Angela Guan have joined the Franklin Templeton team, adding depth to the firm's analysis of fixed income markets. As a credit analyst, Lim will be responsible for researching corporate credit issuers across Australia and Asia Pacific. ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
... members of both associations and a merger of the FPA and AFA would create a single association which would speak for the profession," Sharpe said. "By creating a unified voice, the merged association would add clarity and power to the positions it takes ...

Latest adviser exams see 52% pass rate

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... head of product Andrew Zietara said the software provider is pleased to "roll out a solution that helps the advice profession showcase the value of advice while reducing upfront costs to deliver this advice." "At Midwinter we are continuously innovating ...

Super giants, investment firms join Future IM/Pact

CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
UniSuper, Aware Super, Pinnacle Investment Management and TDM Growth Partners are the latest to sign up to the program founded by Yolanda Beattie in 2018. Future IM/Pact is a movement that recruits and fosters young women in Australia's investment sector. ...

MobiSuper, licensee to pay $250k penalty

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
MobiSuper and its licensee will pay a $250,000 penalty for breaching superannuation advice laws while promoting the MobiSuper fund. MobiSuper and ZIB Financial will pay the combined penalty after the Federal Court found MobiSuper representatives had ...

FICAP raises over $120k for charity

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
FICAP's annual fundraiser returned for the first time since 2019 last night, raising over $120,000 for SHINE for Kids and the Starlight Children's Foundation. Speaking at the event, FICAP chair Marnie McLaren said: "It's so exciting to see ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
Having attributed its strong FY22 earnings to its recent acquisitions, Insignia Financial's Renato Mota is not ruling out future M&A opportunities to add scale. "We have undertaken two large acquisitions, I think that's provided us with tremendous ...