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Showing 1921 - 1930 of 2868 results for "Standards"

Call general advice 'sales': CBA

ALICE URIBE  |  FRIDAY, 29 AUG 2014
... emerging systemic risks," it said. The submission was also supportive of promoting a "combination of higher education standards for financial advisers and technology-neutral regulatory environments to stimulate affordable, accessible and appropriate ...

Annuities not right for default pensions: Rice Warner

JAMES FERNYHOUGH  |  WEDNESDAY, 27 AUG 2014
... get out. They're locked in for the rest of their lives." He claimed that compulsory annuitisation would "reduce living standards in retirement and add to social security costs," adding: "It's not the solution." He also said that annuities are not attractive ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... the recognised accounting bodies. "We believe these new educational levels should form the basis of industry minimum standards by 2019 and we're committed to taking an industry leadership position on this issue," a BT spokesperson said. However, an ANZ ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
National Australia Bank (NAB) and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications. NAB/MLC has been the latest to join the wave of Australian large financial institutions ...

Movers and shakers

... management team over the past 18 months. He assisted with the creation of a number of processes to support the new prudential standards for the industry. "In discussions with George on the strategy for our asset management team and his role, it became ...

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 ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... drafts on education requirements under the Tax Agent Services Act (TASA) 2009. The TPB considered the minimum education standards for financial advisers to be insufficient and noted that "the lack of a comprehensive education on Australian taxation law ...

APRA releases additional requirements for large instos

LAURA MILLAN  |  FRIDAY, 15 AUG 2014
... its final implementation until the end of the Financial System Inquiry (FSI). The new package includes new prudential standards in relation to governance, exposure management, risk management and capital adequacy for Australia's largest financial institutions. ...

CIO to step aside as EQT shifts focus

MARK SMITH  |  FRIDAY, 15 AUG 2014
... management team over the past 18 months. He assisted with the creation of a number of processes to support the new prudential standards for the industry. "In discussions with George on the strategy for our asset management team and his role, it became ...

Australian Ethical launches country's first ethical bond fund

MARK SMITH  |  MONDAY, 11 AUG 2014
... comprises a diversified portfolio of Australian dollar-denominated fixed rate investments that meet the group's ethical standards as laid out in the Australian Ethical Charter. It has funds under management of $125 million. "Australians wanting to invest ...