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Showing 301 - 310 of 414 results for "Pathway"

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer Services to Pathway Licensee Services as of March 2012. Netwealth joint managing director Michael Heine said at the time: "The name change is ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
Netwealth has offloaded its Pathway subsidiary to a large financial services technology provider. Pathway Licensee Services was acquired by IRESS for an undisclosed amount on 1 April. The platform provider confirmed the sale in a quarterly update to ...

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
Financial advice industry associations will now look to fill any holes found in the educational pathway guidance issued by the Financial Adviser Standards and Ethics Authority yesterday. In acknowledging FASEAs statement, the Association of Financial ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... transaction will further enhance the working relationship. Netwealth flagged in September 2017 it would divest Bridgeport and Pathway Licensee Services to focus on its platform and managed account solutions. Netwealth joint managing director Michael ...

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
The head of one of Australia's largest non-aligned financial advice dealer groups is arguing new education requirements could kill life insurance advice and recent research suggests the discipline may already have one foot in the grave. Synchron director ...

Chief economist update: The key to ECB taper

BENJAMIN ONG  |  TUESDAY, 27 FEB 2018
... robustly" and neither with his self-congratulatory remark that "our measures have put the euro area economy on a solid growth pathway, driven by endogenous domestic dynamics and thus more resistant to a potential slowdown in global demand", when he spoke ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... only have to kick six people around," but the lesser-known side-effect of this is that new entrants have a restricted pathway into the industry. And this, he said, is why one sees a pattern of migration. This is an extract of a news story first published ...

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... of professional development pathways similar to those used in the legal, accounting and engineering sectors. Bombora's pathway has often involved transitioning through administrative roles, then para-planning and finally financial advice. Late last year ...

FPA clarifies role in shaping existing adviser standards

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... standard for new advisers, as it had originally been developed by the FPEC to provide curriculum and assess courses as a pathway into the FPA's own Certified Financial Planner designation. "The FPEC approved list was adopted by FASEA in October last ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
Under the proposed standards released today by the Financial Adviser Standards and Ethics Authority, all existing advisers will be required to make a choice between several different education pathways -and some of their current qualifications may fail ...