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Showing 1911 - 1920 of 4838 results for "EAC"

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
A West Australian financial adviser was awarded the Association of Financial Advisers/TAL Female Excellence in Advice Award for 2018. Mt. Pleasant-based Donna Lee Powell was recognised for her work with women facing life-changing events. Commencing ...

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
High profile financial adviser Sam Henderson has been found guilty of nine of 10 alleged breaches of the Financial Planning Association of Australia's code of professional practice. The determination was delivered this afternoon by the FPA's ...

ASIC delays adviser reporting deadlines

KARREN VERGARA  |  THURSDAY, 11 OCT 2018
ASIC has delayed reporting dates relating to the professional standard reforms for financial advisers. On 1 August 2018, ASIC announced existing financial advisers that don't appear on its Financial Adviser Register (FAR) will be forced to complete ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Financial literacy critical to European retirement

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
Australians are not alone when it comes to leaving retirement savings on the table from a lack of financial literacy. However, Europeans arguably face a steeper learning curve. The J.P. Morgan Asset Management 2018 Income Barometer Survey, which interviewed ...

Former AFA president recognised

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
A former national president of the Association of Financial Advisers has been awarded the 2018 Michael Murphy Award. Dugald Mitchell, who served as AFA national president in 1987-88, was recognised for his dedication to the betterment of the financial ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...

Fidelity launches active ETF

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Fidelity International is hoping to get a slice of Australia's $41.5 billion exchange traded fund pool with an actively managed ETF set to launch later this month. The $589 billion manager will offer its global emerging markets ETF on the ASX under ...

Elon Musk steps down as Tesla chair

KANIKA SOOD  |  TUESDAY, 2 OCT 2018
SMSF stock darling Tesla Inc. is set to see a board revamp after Elon Musk settled a tweet-led securities fraud charge with the US corporate regulator. Last week, the Securities and Exchange Commission charged Musk with securities fraud over his August ...

Advice industry in hot water

JAMIE WILLIAMSON  |  FRIDAY, 28 SEP 2018
Dishonesty and greed were the key themes that underscored the Royal Commission's hearing into financial advice, Commissioner Kenneth Hayne has said. Releasing his interim report today, Hayne has said of the misconduct within Australia's major ...