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Showing 311 - 320 of 542 results for "Ethics"

CFA Australia names first chief executive

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... engagement with members and with the industry more broadly, and to build on our mission of promoting the highest standards of ethics, education and professional excellence across the financial services industry," Suntharam added. Carroll commences her ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
... growing market," Pikoulas said. As more advisers enter the boutique space from institutional firms, business values and ethics will become an even greater differentiator, Burgon added. "Clients want to understand that you can deliver the returns but ...

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
... an education support program to assist advisers working to meet the requirements of the Financial Adviser Standards and Ethics Authority; and a new adviser portal to enable the collection and distribution of data and insights. While Centrepoint recorded ...

Advice mentoring opportunities abound

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
... management and coaching has increased significantly in the wake of guidance issued by the Financial Adviser Standards and Ethics Authority. He said this, coupled with regular predictions of a mass exodus of advisers, is indicative of an industry recognising ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
... all financial advisers to reunite and put an end to "repugnant" reforms proposed by the Financial Adviser Standards and Ethics Authority. The AIOFP announced it is taking a "politically aggressive approach" to combat the "repugnant and unfair behaviour" ...

Royal Commission on social media: Regulators under scrutiny

HARRISON WORLEY  |  FRIDAY, 17 AUG 2018
... have their say. Hardly a surprise given the #BankingRC > "...The banking, finance and insurance sector now has the lowest Ethics Index score of all sectors this year..." > @GovInstAus Ethics Index https://t.co/aFMfY5A7OI - Adam Walk (@AdamNWalk) August ...

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... Fintech enters the curriculum at Level I and II, covering technologies and financial applications in investment management, ethics and machine learning. Equity portfolio management, which is a subject in Level III, will ask about the latest practices ...

Financial services confidence continues spiral

DARREN SNYDER  |  WEDNESDAY, 15 AUG 2018
... continues. For the third consecutive year, banks and financial institutions have rated at the bottom of the institute's Ethics Index. "Australians expect high standards from their financial institutions, but our research suggests that these are far ...

Super funds suit up for Royal Commission

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... and having multiple regulators responsible for conduct may be scrutinized, Steffanoni says. The onus of looking after the ethics and interests of members has shifted from super fund trustees and directors to the regulators, University of New South Wales ...

FASEA clarifies foreign degrees mistake

JAMIE WILLIAMSON  |  FRIDAY, 3 AUG 2018
The Financial Adviser Standards and Ethics Authority issued a clarification as to which body will assess foreign qualifications under the new professional standards. In releasing its initial guidance on foreign qualifications last week, FASEA advised ...