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Showing 2341 - 2350 of 5853 results for "Profession"

ASIC and Austplan agree to mutual breakup

DARREN SNYDER  |  FRIDAY, 26 OCT 2018
Austplan will lose its Australian financial services licence in November following ASIC surveillance which found deficiencies in the establishment of self-managed superannuation funds and client referrals. ASIC will cancel Austplan's AFSL effective ...

Enforceable undertakings are effective: Research

KARREN VERGARA  |  FRIDAY, 26 OCT 2018
Despite receiving a bad rap for being ineffective during the financial services Royal Commission, new research finds the majority of enforceable undertakings deter future misconduct. This is according to a joint study conducted by ASIC and the University ...

Downsizer scheme gains ground

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
The recently introduced downsizer contributions strategy is gaining traction, with the new scheme topping the list of adviser queries for the September quarter. BT Financial Group's technical team fielded about 3000 queries over the quarter, a significant ...

Advice firm ramps up managed accounts play

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
A Sydney-based financial advice firm has added a dedicated business development role to meet growing demand for its managed accounts solution. Stanford Brown has appointed Phil Anderson to spearhead the marketing of its Lunar Managed Accounts, working ...

IFM Investors expands to Switzerland

KANIKA SOOD  |  TUESDAY, 23 OCT 2018
The $113 billion money manager has opened its third European office to service its large investor base in the region. It has also appointed a manager for the new Zurich-based office. IFM Investors already manages about $710 million on behalf of Swiss ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
Adviser Ratings has launched a new website that compares a multitude of robo-advisers in the market. The Robo Adviser (Smart Tools) register profiles 36 financial management fintech solutions sold directly to consumers that provide budgeting, trading ...

Financial services employment to boom

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
The employment outlook for the financial services sector is at a six-year high, despite the Royal Commission. Latest figures from Manpower show the net employment outlook for the finance, insurance and real estate sectors is up 21% for the fourth quarter ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
... Likewise, Zurich Australia chief executive Tim Bailey said both are at the pinnacle of financial advice. "While the advice profession undergoes a transformation, this exceptional adviser and outstanding practice are shining examples for their peers," ...

Reforms impact adviser mental health

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
Financial advisers must band together to support their peers who are struggling to cope with the immense change occurring in the industry. Speaking at the AFA National Adviser Conference, Mindstar chief executive Aaron Williams said an increasing number ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
... 4' accounting firm KPMG," a statement said. Outgoing FPA chair Kendall ticked off two long-term milestones for the profession - the enshrinement of the terms 'financial planner' and 'financial adviser' in law, and the recognition of financial planners ...