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Showing 221 - 230 of 717 results for "Glen"

NEOS Life expands to the west coast

KARREN VERGARA  |  WEDNESDAY, 23 JAN 2019
Retail life insurance provider NEOS Life is expanding in Western Australia with the help of three former AIA Australia staff. Reon Botha will lead the Western Australian sales team as state manager. He joined from AIA Australia where he was a senior ...

FASEA releases professional year standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
New financial advisers will be required to undertake 1500 hours of work activities and an additional 100 hours of structured training before becoming known as a provisional financial planner or adviser. On Thursday FASEA registered the legislative instrument ...

FASEA finalises adviser CPD standard

HARRISON WORLEY  |  FRIDAY, 21 DEC 2018
FASEA has settled on the continuing professional development requirements for financial advisers. Listening to industry consultation, the Financial Adviser Standards and Ethics Authority made several determinations upon registering the legislative instrument ...

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
In his first address to the financial advice industry, FASEA chief executive Stephen Glenfield urged advisers and stakeholders to ensure they read the authority's draft legislation in its entirety to avoid further confusion. Addressing the 2018 FPA ...

FASEA releases draft degree requirement legislation

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
The 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 ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Among a wide-ranging update on Friday evening, the Financial Adviser Standards and Ethics Authority concreted several aspects to an industry exam. It also released a standards blueprint. FASEA said the duration of the financial adviser exam will be ...

Vamos joins embattled insurer

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
Industry stalwart Pauline Vamos is set to become chair of an ASX-listed insurance company which was taken to task during the Royal Commission. Vamos is now a non-executive director on the board of Freedom Insurance Group, the insurer that was admonished ...

Chief economist update: Australia's low(er)-flation

BENJAMIN ONG  |  THURSDAY, 1 NOV 2018
Will the next move in the official cash rate, as Reserve Bank of Australia (RBA) Governor Philip Lowe put it, likely "be up, rather than down"? To answer this, we have to look at the RBA's mandate of full employment and meeting an "agreed medium-term ...