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Showing 2161 - 2170 of 5855 results for "Profession"

Advice associations meet new minister

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... "Thanks to the AFA team in agreeing to do this meeting jointly as it helps to promote unity and solidarity for the profession. Many important issues raised and discussed and we look forward to continuing the dialogue to achieve workable and practical ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...

Will financial advisers cease to exist?

JAMIE WILLIAMSON  |  TUESDAY, 18 JUN 2019
More than half of all financial advisers believe the role they perform today will change substantially or cease to exist over the coming decade, according to research from the CFA Institute. With the necessary skillset to be a financial adviser evolving ...

FPA, AFA partner on life insurance

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
The key financial advice associations have teamed up for a life insurance taskforce as the industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the Association ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
More than 280 guests attended the 2019 Financial Standard Marketing, Advertising and Sales Excellence (MAX) Awards in Sydney last night, to recognise individuals and organisations in the wealth management industry. In its 24th year, the MAX Awards demonstrated ...

International firm acquires advice group

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. As ...

Industry veterans recognised

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
A number of financial services industry veterans were recognised in the Queen's Birthday Honours list this weekend. The 2019 Queen's Birthday Honours included investment professionals, financial advisers, banking professionals and superannuation ...

Liquidnet acquires fintech

KANIKA SOOD  |  FRIDAY, 7 JUN 2019
The global network for institutional investors has acquired a firm that uses natural language processing to produce predictive market analytics for investment professionals. Liquidnet has acquired Prattle, the developer of a proprietary system that ...

SEC adopts retail investor protection package

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
The US Securities and Exchange Commission has adopted a package of fiduciary rules to protect retail investors from financial advisers who put their self-interests first. Under the new rules called Regulation Best Interest and Form CRS Relationship ...

Advisers not prepared for exam: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 6 JUN 2019
Association of Financial Advisers general manager of policy and professionalism Phil Anderson has labelled the 600 advisers sitting the first exam as "brave", fearing they are underprepared. Anderson believes the advisers taking the exam in the first ...