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Showing 2601 - 2610 of 5855 results for "Profession"

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... curriculum for bachelor degrees in financial planning. The FPA recognises Mark's commitment and dedication to advancing the profession, and we commend him on his hard work," Kendall said. Elsewhere, new figures from the Financial Planning Standards Board ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
... particularly in a relevant discipline, meet that requirement. "For advisers who completed relevant degrees before entering the profession, these degrees were considered the most appropriate to practice financial advice at that time. Understandably, years ...

Planners vital to closing super gap: Research

JAMIE WILLIAMSON  |  MONDAY, 12 FEB 2018
Latest research from Roy Morgan suggests there is greater potential for the superannuation gap to be closed if women were more inclined to engage a financial planner. According to a recent survey of more than 50,000 consumers, 8.3% of females purchase ...

J.P. Morgan veteran joins Plato IM

ALEX BURKE  |  FRIDAY, 9 FEB 2018
Plato Investment Management is welcoming a former J.P. Morgan Asset Management managing director and professional rugby player to its ranks. David Allen joins Plato's investment team and reports to managing director Don Hamson. He previously held multiple ...

Perennial appoints institutional sales lead

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
Perennial Value Management and Daintree Capital are welcoming a new head of institutional sales. Dan Birch will lead the fund manager's institutional sales division, responsible for marketing and selling Perennial's equity and risk management product ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
A boutique asset manager is expanding its distribution team after its flagship fund hit the $100 million milestone. Melbourne-based PAN-Tribal Asset Management has hired experienced sales professional Nick Baring to its key accounts team. Baring will ...

JBWere team joins Koda Capital

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... business, and with the three new partners announced today it demonstrates we continue to attract the elite advisers in our profession." In December last year, Koda also appointed former Bank of Melbourne head of premium banking and business growth Jonathan ...

General advice "misleading": Productivity Commission

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
The Productivity Commission is calling for the existing notion of general advice to be scrapped. In its draft report into competition in the Australian financial system, the Productivity Commission argues the use of the term 'advice' should be limited ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...