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Showing 331 - 340 of 414 results for "Pathway"

Saxo revamps margin trading facility

ALEX BURKE  |  WEDNESDAY, 11 JAN 2017
... crystallise some capital gains to generate collateral for margin trading. "With this initiative, investors have an alternative pathway with the additional benefit of also being more tax efficient."

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education. Andrew Furlanetto of Victoria and Les Hayward of Western Australia were awarded the grants, designed to up-skill advisers ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...

ASIC approves world-first fintech exemptions

ALEX BURKE  |  THURSDAY, 15 DEC 2016
ASIC is delivering specific licensing exemptions for eligible fintech businesses, in a move the regulator described as a world-first. Under ASIC's new class waivers, fintech businesses will be able to test certain services without having to hold an ...

N1 purchases Sydney property portfolio

ALEX BURKE  |  MONDAY, 24 OCT 2016
... income of approximately $132,000 per annum. "Acquisitions of quality existing real estate agencies is a rapid and effective pathway for N1 to enter the resale property, sale and lease management market," N1 Loans chair Ren Hor Wong said. "This acquisition ...

CBA reinforces gender equality through financial education

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
The Commonwealth Bank of Australia has committed to implementing a number of recommendations to its in-school financial literacy program in a bid to foster the financial empowerment of women and girls. CBA engaged Our Watch, the national foundation ...

Client needs to drive transitioning businesses

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2016
... will strengthen the way advisers deliver advice, enhance the industry from a compliance perspective and provides a "clear pathway" for business transition for those operating under the now-removed no-action letter. "Many of these may be seeking to partner ...

Centrepoint establishes adviser transition program

KERRIE SYDEE  |  WEDNESDAY, 21 SEP 2016
... and other terms including initial fee relief and flexible office arrangements. "We can provide a clear, fully supported pathway from being an in-house salaried adviser to an authorised representative or ultimately becoming self-licensed, if that is appropriate. ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
New figures from education provider Kaplan Professional suggest a greater number of people are embracing financial advice as a career. Data from the end of August showed there was close to a 30% increase in financial services enrolments compared to ...

AVCAL calls to relax foreign investment rules

DARREN SNYDER  |  MONDAY, 20 JUN 2016
The Australian Private Equity and Venture Capital Association is calling for a fast-tracked limited partnership vehicle to encourage foreign investment into high-growth businesses. The limited partnership would be part of wider national policy that ...