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Showing 2311 - 2320 of 4746 results for "Financial advisers"

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
The Association of Financial Advisers is seeking significant changes to the Financial Adviser Standards and Ethics Authority's draft education standards, including calls for experienced advisers over 55 to be subject to more lenient requirements ...

Centrepoint bumps up advice litigation provision

KARREN VERGARA  |  MONDAY, 2 JUL 2018
... direction of Centrepoint" on 23 August 2018. "Centrepoint has the privilege of working with a strong community of financial advisers. This, together with our capabilities in technology, compliance, education and business management, will be our bedrock ...

Dover AFSL cancelled, McMaster exits industry

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
ASIC has accepted a Court Enforceable Undertaking from Dover Financial Advisers and Terry McMaster will leave the financial services industry. ASIC confirmed the action resulted from an ASIC investigation which commenced in 2017, with a particular focus ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
ASIC will pursue further education requirements for financial advisers in a damning report showing 90% of financial advice provided in establishing self-managed superannuation funds is non-compliant. Reviewing 250 client files from 102 different AFSLs ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial advisers provide risk advice more efficiently over a three-stage process. The solution compresses the fact gathering stage down ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... for existing advisers looking to commence study. In March, FASEA released guidance under which all existing financial advisers are required to complete at least some units of an AQF 8 level bridging course by 1 January 2024, but the body is yet to approve ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 years in senior leadership positions ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
The collapse of Dover Financial Advisers has left more than 400 advisers with a narrow 30-day window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers ...