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Showing 2581 - 2590 of 5853 results for "Profession"

More than half fail CFA exam

KARREN VERGARA  |  FRIDAY, 9 MAR 2018
Only two-in-five people working in the investment industry passed the first stage of the most recent Chartered Financial Analyst (CFA) examination. Of the 68,086 candidates who took the Level I exam in December last year, 57% failed to progress to the ...

Latest investment scam targets Jersey residents

JAMIE WILLIAMSON  |  WEDNESDAY, 7 MAR 2018
Locals on the island of Jersey are being warned against a company claiming to be an Australian investment firm offering unauthorised financial services. The Jersey Financial Services Commission issued a warning regarding Focus on Market, an organisation ...

Fundraise like a RockStar

STAFF WRITER  |  MONDAY, 5 MAR 2018
Lend me your ears. The Financial Industry Community Aid Program (FICAP) 'Who Wants to be a RockStar' is back and it promises to be bigger than ever. What started in 2006 as a slightly unconventional way to give back to the community has now turned into ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Complex cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... "On behalf of the FPA Board and all our members, I sincerely thank Mark for his dedication to the financial planning profession and his commitment to the FPA," FPA chair Neil Kendall said. "He has been with us on our journey to reach higher education ...

Conflicted SMSF auditor disqualified

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
A self-managed superannuation fund auditor found to be in breach of basic independence rules was disqualified by ASIC. Robert Mark Taylor was disqualified for breaching auditor independence requirements outlined in APES 110 Code of Ethics for Professional ...

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
Yellow Brick Road's (YBR) wealth business and its digital advice strategies have helped boost the firm's 1H18 performance. In the six months to December, the wealth business reported a 7% increase in revenue to $6.5 million on the prior year. YBR's ...

FPA optimistic CFP will get FASEA tick

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
The Financial Planning Association of Australia is confident the Financial Adviser Standards and Ethics Authority will recognise the Certified Financial Planner designation as a suitable bridging course for existing financial advisers. FPA chair Neil ...

Perpetual investments drives profit boost despite market conditions

ALEX BURKE  |  THURSDAY, 22 FEB 2018
Perpetual saw a 3% boost in statutory net profit after tax in the six months to 31 December 2017 - up to $68.1 million - largely driven by its investments business. Perpetual Investments delivered a before-tax profit of $58.1 million, which was slightly ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
A former Charter Financial Planning adviser is permanently banned for dishonestly charging clients more than $65,000 in fees. ASIC has banned Brenton John Poynter of Baulkham Hills in NSW from providing financial services after an investigation found ...