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Showing 3301 - 3310 of 9818 results for "Advisers"

Ex-ANZ adviser goes solo

ELIZABETH MCARTHUR  |  TUESDAY, 13 AUG 2019
... Alysia Laird told Financial Standard she started Zebra after 16 years with ANZ, when things started to shift for financial advisers at the big bank. "The duties of a financial planner wouldn't change but relationships with ongoing clients were potentially ...

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
... be true leaders of our profession." In its 16th year now, the award recognises "extraordinary and visionary individual advisers" and finalists are judged on qualities of leadership, innovation, client-centricity and commitment to professional excellence. ...

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
... to AMP's Buyer of Last Resort terms flagged last week, saying the group has failed to meet contractual obligations to advisers. Last week, AMP signaled it would look to align BOLR business valuations to realistic market values of around 2.5x. It also ...

FASEA approves more coursework

KARREN VERGARA  |  MONDAY, 12 AUG 2019
... Adviser Standards and Ethics Authority has approved a number of education credits and bridging courses to help financial advisers meet its education standards. Coursework offered by the Certified Investment Management Analyst (CIMA), CFA Societies Australia ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... more women to consider financial planning as a potential career. The awards, supported by the Association of Financial Advisers (AFA) and TAL, aims to "promote positive change in the financial advice sector by encouraging more women to enter the industry ...

Advisers to bear brunt of AMP failings

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2019
AMP advisers planning to exercise their Buyer of Last Resort (BOLR) arrangements look set to have their business valuations slashed as part of the institution's new strategy. AMP chief executive Francesco De Ferrari said the group will look to recalculate ...

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
Financial advisers have taken to social media to vent about the Financial Adviser Standards and Ethics Authority exam results. While many posted screenshots of the FASEA certificate saying that they passed the exam, some advisers had questions. Financial ...

Inaugural FASEA exam results in

KARREN VERGARA  |  THURSDAY, 8 AUG 2019
... Glenfield said the authority is pleased with the implementation of the first exam. He congratulated the 579 financial advisers who took the exams in June. "Unsuccessful candidates are able to resit the exam and these advisers will receive guidance on ...

CBA remediation bill drags performance

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... 18% to $240 million. CBA also announced today it will shut down Financial Wisdom. It will additionally allow Pathways advisers to commence transitioning elsewhere. CBA paid a dividend of $4.31 per share. Its share price was trading at $78.51 at publication ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... Westpac implemented its plan to exit personal financial advice announced earlier in the year and offloaded many of its advisers to Melbourne-based Viridian Advisory. The exact terms of Wright's departure from BTFG have not yet been made public. Xplore ...