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Showing 151 - 160 of 221 results for "New Adviser"

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
The Association of Financial Advisers (AFA) will focus on education and knowledge as a means to drive business and client performance at this year's GenXt National Roadshow. More than 1,500 people are expected to attend the roadshows that are taking ...

Advisers confirm SMSF appetite for LICs

STAFF WRITER  |  MONDAY, 17 NOV 2014
... Self-managed super fund (SMSF) investors are showing an appetite for listed investment companies (LICs) according to a new adviser survey. A survey of 30 advisers who attended a recent Perpetual roadshow, revealed that that 57% believe the growth of ...

AFA names 10th Rising Star Award winner

ALICE URIBE  |  SUNDAY, 12 OCT 2014
Benjamin Budge of My Wealth Solutions has been named the 2014 AFA Rising Star of the Year at the AFA National Adviser Conference in Cairns. The award, now in its 10th year, was presented by the Association of Financial Advisers (AFA) and ANZ Wealth ...

AMP Horizons launches online masters with Griffith University

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
AMP's financial planning academy Horizons will launch an online masters program with Griffith University, starting from November 2014. The program combines academic training and practical experience and offers candidates a pathway to gain a university ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN  |  THURSDAY, 4 SEP 2014
New financial advisers should be forced to hold a higher education degree from January 1, 2018, the Financial Planning Association (FPA) said in its submission to a Parliamentary Joint Committee (PJC) inquiry. The PJC on Corporations and Financial Services ...

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 ...

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... Australian Securities and Investments Commission (ASIC) in January 2013. Macquarie has said that it has put in place new adviser assessments, new adviser training, new management and new compliance staff. However, Macquarie refused to respond to Financial ...

CBA to fund adviser education and association membership

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
The Commonwealth Bank (CBA) has confirmed that it will provide full funding to cover costs involved with the tougher adviser education standards announced last week. As revealed by Financial Standard, CBA decided to raise adviser standards in the wake ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... Simon Micallef said. Micallef confirmed that a large practice acquisition is being tucked into Bridgeport and two new adviser firms will be joining FPSA.

AMP Capital launches new adviser research tool

STAFF WRITER  |  MONDAY, 14 APR 2014
AMP Capital has launched a new online resource centre to help financial advisers have more meaningful investment conversations with their clients. Sitting on AMP Capital's website, the Adviser Resource Centre provides financial advisers with easy access ...