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Showing 2161 - 2170 of 4746 results for "Financial advisers"

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...

Read the whole thing: FASEA

JAMIE WILLIAMSON  |  THURSDAY, 22 NOV 2018
... address the interests of consumers of financial advice. We equally believe the standards are achievable for financial advisers and are consistent with the expectations required of other respected professions in Australia," he said. In closing, Glenfield ...

FASEA releases draft degree requirement legislation

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
... Financial Adviser Standards and Ethics Authority released its long awaited degree requirements for existing financial advisers and new entrants. FASEA has proposed the maximum requirement for an existing adviser be a graduate diploma of eight subjects ...

FASEA listens as advice industry combs blueprint

DARREN SNYDER  |  TUESDAY, 20 NOV 2018
... tweaks. However, it's clear the authority is listening to its advice industry constituents. The Association of Financial Advisers, the Financial Planning Association of Australia and the SMSF Association have all flagged FASEA's recognition of prior ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... robust and comprehensive suite of services and are confident they will support the investment needs of our financial advisers and their clients," AMP director of advice research and policy Brad Green said. Likewise, Morningstar Australasia managing director ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... executive promotions coinciding with the launch of a new business offering back-office and compliance services to financial advisers. LaVista Licensee Solutions, a licensing service, will be led by Mike Pope as its chief executive. Pope was previously ...

Apologies are over: Royal Commission looks to future

HARRISON WORLEY  |  MONDAY, 19 NOV 2018
... of grandfathered commissions. "There was very strong support for ending grandfathered commission payments to financial advisers and from superannuation accounts," she said. Orr noted Australia's banks made moves towards reducing or eliminating the ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... monitoring body is the issue that needs "the most time and concentration." Recently the FPA and the Association of Financial Advisers (AFA), along with 10 other organisations, applied to ASIC to become a code monitoring body. Marshan said until now financial ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... incorporating FASEA Code of Ethics and code monitoring bodies Releasing details of its revised standards framework for financial advisers, FASEA said about 800 submissions were received during the consultation process. "FASEA has taken time to listen ...

ASIC bans Perth adviser

KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... review of ASIC's decision. Wilson has a diploma of financial planning and was a member of the Association of Financial Advisers (AFA). He worked at Lifenet (WA) Financial Advice. Prior to this he had worked at Suncorp Group licence holder, GuardianFP ...