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Showing 1671 - 1680 of 2866 results for "Standards"

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... there's nuances of how to do that most effectively and that's going to be critical as we go towards the new professional standards, the development of an education curriculum and defining what people need to study to be a great financial adviser."

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
... has formed a new partnership with stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF sector. The association and Morgans have committed to work together to provide a range of education, training and ...

Westpac prices climate bond at $500m

DARREN SNYDER  |  THURSDAY, 26 MAY 2016
... has expanded exponentially in recent years. She added that investments will all be certified under the Climate Bonds Standards, a part of the global Climate Bonds Initiative, and EY has provided an assurance report on certification. EY will review compliance ...

Omega wins institutional credit mandate

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... the ACT, appointed Omega on its ability to tailor the strategy to the ethical, environmental, social and governance standards of the Uniting Church. Omega said the mandate win is a further sign that institutional investors are seeking asset management ...

ASIC accepts EU of former adviser

KERRIE SYDEE  |  WEDNESDAY, 18 MAY 2016
... from ASIC that Melamed's advice about life insurance, during the period of March 2013 to January 2015, did not meet the standards required of a financial adviser and failed to comply with financial services laws. Namely ASIC found that Melamed had failed ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... lower-priced options. The Wall Street Journal said a new Labor Department rule that holds financial advisers to higher standards of behavior will likely lead many plans to cut costs. These factors have caused plan administrative costs to fall to their ...

Banned former CBA planner charged with forgery

MARK SMITH  |  TUESDAY, 17 MAY 2016
... and ethics are very important to us and we will continue to ensure our systems, policies and processes support high standards of conduct."

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... things - vision - leadership - excellence. "They have come to symbolise a pioneering spirit and the highest professional standards. These are qualities which now, more than ever before, we must celebrate. The AFA Adviser of the Year and AFA Practice ...

Ten-year enterprise tax plan to benefit SMEs

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... company tax rate will "encourage investment, raise productivity, increase GDP and over time raise real wages and living standards." Businesses with a turnover of less than $10 million will also be able to access instant write offs for equipment purchased ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... from their elite peers," said Brooks. "It can help advisers and advice practices comply with proposed new educational standards, as well as more broadly helping lift the level of skills and knowledge across the advice profession."