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Showing 3331 - 3340 of 5855 results for "Profession"

CFA launches ESG guide for investment professionals

LAURA MILLAN  |  THURSDAY, 3 DEC 2015
CFA Institute has launched an environmental, social and governance (ESG) guide for investment professionals in response to growing interest from its membership. The 'Environmental social & governance issues in investments: A guide for investment professionals' ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
A global survey shows that Australians are twice as likely to turn to family and friends for financial information as they are to seek advice from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning ...

ASIC bans another SMSF auditor

ALEX BURKE  |  WEDNESDAY, 2 DEC 2015
ASIC has permanently banned an auditor from providing services to self-managed superannuation funds. Based in Sydney, Abe Samuel was found to have breached independence requirements by the regulator, specifically by auditing a fund of which he was a ...

Bombora appoints chairman

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
Risk advice dealer group Bombora has appointed a chairman as it prepares to address challenges that facing the sector. Kevin Martin will take over the role in January. He is currently the managing director of consulting company Alto Nominees, the executive ...

SMSF auditor disqualified

MARK SMITH  |  MONDAY, 30 NOV 2015
ASIC has disqualified an SMSF auditor for providing untruthful statements that were deliberately misleading. Manoj Abichandani of New South Wales was also deemed by the regulator as not a fit and proper person to be an approved SMSF auditor. ASIC imposed ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
An advice business broker and industry commentator has asked the two peak associations representing financial advisers to set aside differences and merge into a single body. Connect Financial Service Brokers chief executive Paul Tynan asked for the ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... "advisers will be able to focus on building trust and confidence among their clients, on working towards creating a general profession and on improving education standards," De Gori said. Set to become the FPA's chief executive in March 2016, when the ...

Treasurer commits to improve after-fee super returns

DARREN SNYDER  |  FRIDAY, 27 NOV 2015
Federal Treasurer Scott Morrison has committed to doing more to reduce superannuation fees and improve after-fee returns for members even though super tax incentives are a cost to the government. As an approach to deliver super tax concessions that ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
Paul Barrett's AZ Next Generation Advisory has acquired an advice firm operating under the Commonwealth Bank-owned Financial Wisdom licence. Harvest Wealth is AZ NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker ...