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Showing 341 - 350 of 414 results for "Pathway"

SMSF Association partners with Morgans to raise standards

MARK SMITH  |  THURSDAY, 26 MAY 2016
... Via membership of the SMSF Association, Morgans advisers will participate in either the SMSF Specialist Advisor (SSA) Pathway program or the SMSF Practitioner (SSP) Pathway program. Other benefits include participation at the SMSF Association national ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... up its resources, with more than 200 staff working under the brand, including at its National Advice Group businesses, Pathway and Bridgeport Financial Services. Matt Heine, netwealth's joint managing director and one half of the father-son duo, expanded ...

Associations support adviser standards amendments

DARREN SNYDER  |  FRIDAY, 29 APR 2016
The latest legislative amendments to raise the education, training and ethical standards of financial advisers have been welcomed by the industry's peak representative groups. Both the Association of Financial Advisers and the Financial Planning Association ...

No bachelor's degree for existing advisers

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
The government has announced that 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 in its revised draft legislation. In a statement, Assistant Treasurer and ...

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
... in this space if they have the right value proposition and support. IOOF has created a guide for advisers to outline a pathway to success as a workplace super adviser." Financial adviser Paul Mann, managing director of financial advisory firm Moneywise ...

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... it, fail to cultivate it and ultimately risk losing it," Dr Sheils said. "Measuring trust is important for creating a pathway for improving trust between advisers and the community, as well as building a sustainable advice business, and the best advisers ...

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Zurich has announced it will extend its ongoing partnership with talent resourcing firm Grad Mentor to attract more graduates to financial advice. According to Zurich head of distribution, retail life and investments Kristine Brooks, "These partnerships ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... integration will be progressively rolled out this month to advisers accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey found that netwealth bested its platform ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
ING DIRECT has signed a referral deal with one of Australia's top financial planning associations that will benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide ...

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
... take the exam, and those without an appropriate degree will be given a "transition process" to find a relevant education pathway. Both new and existing advisers will be required to undertake continuing professional development programs. The specifics ...