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Showing 11 - 20 of 884 results for "Training"

AustralianSuper's move to boost productivity by up to 30%

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... said. "Employees will require it as part of their toolset, so we need to provide the right onboarding, education and training to ensure they get value out of technologies like Copilot for Microsoft 365." AustralianSuper's adoption of AI is not a new ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... typically held by men (61%) who have 10-plus years of experience. Over a third (38%) said they do not have the tools and training to do their jobs properly and a similar number expressed dissatisfaction in their current roles. Nearly two thirds (64%) ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... services to entities engaged in financial services. Jaidka runs an accountancy firm, K2 Advisors, dedicated to vocational training providers. He also offered guidance on self-managed superannuation funds for real estate purchase, receiving referrals ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... sector. In the adviser space, though, the report finds that advisers continue to grapple with technology adoption and training - even with systems they've been using for years. Finura Group joint managing director Peter Worn told Financial Standard ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ...

Treasury to refresh financial adviser exam

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... is open until 10 January 2024, is proposing several changes under the Corporations (Relevant Providers-Education and Training Standards) Amendment (2023 Measures No. 1) Determination 2023. Treasury wants to remove the short answer questions from the ...

ASIC takes action on EverBlu, director

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... more than $5 million. In April, the Federal Court permanently banned Scholz from running an online share trading and training business, which was unlicensed. Blumenthal appeared to have engaged Scholz and the unnamed party to provide marketing and promotional ...

Former AMP adviser banned by ASIC

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... financial services business, or engaging in credit activities because the corporate regulator deemed him to lack adequate training or competence. ASIC highlighted Mink's professional lapses, including placing himself in a position of conflict of ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... offering, introducing an enhanced Essentials package. It already includes compliance support such as Responsible Manager training, education support, documentation templates, and other business solutions like paraplanning and administration support and ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... also prohibits her from managing, supervising, or auditing the provision of financial services, and the provision of training about financial services or financial products. Anderson expressed concern that the ban would impact her ability to earn income ...