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Showing 211 - 220 of 2286 results for "Knowledge"

Adviser exam yields 70% pass rate

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Over 19,692 of 92% of candidates who sat the exam have passed. The exam has three strands. It tests candidates' knowledge of advice regulatory and legal requirements, including obligations under Chapter 7 of the Corporations Act, the Anti-Money Laundering ...

WTW names new head for Australia and New Zealand

ANDREW MCKEAN  |  TUESDAY, 2 JUL 2024
... value proposition around risk and specialisms is gaining traction with clients across Australasia. He added that Baum's knowledge and experience in the region will "supercharge our growth." Baum said he is excited to join WTW at a time of significant ...

Unprecedented vulnerabilities in financial services: KPMG

ANDREW MCKEAN  |  THURSDAY, 27 JUN 2024
... landscape to ensure resilience and business continuity," KPMG said. "Through partnerships, firms can benefit from shared knowledge and enhance their security posture in response to evolving global regulatory demands without having to reinvent the wheel." ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... chief executive officer Emma Sakellaris says for many beneficiaries, windfalls will expose a huge gap in their lack of knowledge about finance and investments. It will mean equipping them with the financial and investment skills to manage, grow, and ...

Future Fund, QIC finalise new deal

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... Amplitel, OneFortyOne Plantations and Tilt Renewables." "Our significant Australian infrastructure footprint, deep sector knowledge and relationships, and local on the ground presence, coupled with our thematic sector centric approach position us well ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... North. Our investment team takes an active approach to portfolio management, bringing together our extensive experience, knowledge, and best ideas," Activam managing director and founder Robert Talevski said. "The demand has been fantastic, as we stay ...

QIC backs startup investor

ANDREW MCKEAN  |  TUESDAY, 4 JUN 2024
... strong government backing, and excellent universities producing an innovative workforce, is poised for a technology-led, knowledge-based economy. "This presents a promising future for Queensland-led innovation and growth in the technology sector," he ...

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... they can help their kids. This confidence can be built in a number of ways, including increasing financial literacy and knowledge through education resources and financial advice, and through the use of solutions that provide greater assurance on lifetime ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... completing the CFP Certification Program. "Completing the CFP program has given me an enhanced appreciation for the depth of knowledge, skills and professionalism we have within the financial planning industry," he said. Financial Advice Association ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... found that key factors for satisfying members who contact call centres include faster responses (29%), better technical knowledge on the website (25%), better technical knowledge on apps (24%), and professionalism. Despite positive returns in FY23, overall ...