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Showing 121 - 130 of 303 results for "Prepare for"

MLC Wealth hires technology chief

JAMIE WILLIAMSON  |  MONDAY, 13 JAN 2020
... transformation across technology and operations in financial services organisations," he said. "As we continue to prepare for separation, Darren's deep experience across technology and operations will enable us to deliver strong capability to support ...

FASEA attempting to re-write law: AFA

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... The AFA is calling for the commencement of the code to be deferred until financial advisers have time to "sensibly prepare for implementation" and the code is re-worked. "It is unfortunate that the FASEA board has sought to use this as an opportunity ...

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
... its 13 affiliates in the year ending June. Morningstar notes that the fund is a solid option but investors should prepare for the volatility. "...underperformance since Firetrail's March 2018 inception to October 2019 provides a reminder to investors ...

ACCC to probe rate cut decisions

HARRISON WORLEY  |  MONDAY, 14 OCT 2019
... priority of Australia's banks is the implementation of the Royal Commission. Banks are also working night and day to prepare for the Consumer Data Right to empower customers to more easily shop around for the financial service that best meets their ...

FASEA exam dates revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
... Geraldton, Wagga Wagga and Coffs Harbour. FASEA has provided the FG003 Preparation Guide on its website for advisers to prepare for the exam. The guide includes a curriculum and reading list as well as practice questions. Once advisers register for the ...

AMP advisers prepare for battle

JAMIE WILLIAMSON  |  FRIDAY, 13 SEP 2019
More than 90% of the AMPFPA's members have confirmed they will support legal action against the group, with the association saying AMP is simply offloading practices it can no longer profit from. The AMP Financial Planning Association has prepared ...

Government extends FASEA deadlines

KARREN VERGARA, JAMIE WILLIAMSON  |  FRIDAY, 30 AUG 2019
... "The FASEA process has taken a lot longer than expected. The new timeframe gives advisers the appropriate time to prepare for the exam and to deal with their other challenges." The Financial Services Council and CPA Australia also welcomed the extensions. ...

Super JV names chief investment officer

ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
... preparation for a full merger. "We look forward to Anna leading the teams through the joint venture operating model as we prepare for a full merger," he said. Equip's current chief investment officer, Troy Rieck, resigned last week. Equip chair Andrew ...

Industry expert to bolster Chi-X capabilities

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
... providing service excellence and tech innovation." Warton first joined Chi-X in 2011 and helped the disrupter exchange prepare for entry into the Australian market. According to his LinkedIn, Warton spent eight months at Chi-X in 2011. He then spent ...

AFA, FPA slam haste in ending grandfathered commissions

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
... actually highly complex and can't be dealt with simplistically". "It will take some time for the product providers to prepare for these changes, meaning that the proposed window will not be sufficient for either the advisers or the hundreds of thousands ...