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Showing 351 - 360 of 414 results for "Pathway"

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... spaces to help these people transition into self-employment. It's been very successful; we've now got an end-to-end career pathway for people." Fog adds that the next step is to "take it to the external market and look for those who have expressed interest ...

Microequities AM launches microcap global fund

LAURA MILLAN  |  TUESDAY, 17 NOV 2015
Microequities Asset Management has launched a Global Value Microcap Fund aimed at Australian institutional investors. This is the manager's third fund since it was established in 2009. The Global Value Microcap Fund identifies undervalued global microcap ...

Treasurer open to all ideas on super

DARREN SNYDER  |  TUESDAY, 27 OCT 2015
Federal Treasurer Scott Morrison has not ruled out an idea of lifting the tax cap on superannuation contributions for women returning to work so they can "top up" their super. The tax cap lift would also apply to carers and other people who face lengthy ...

Instos seeking co-designed mandates

STAFF WRITER  |  FRIDAY, 25 SEP 2015
Low interest rates and suppressed yields have prompted Australia's largest institutional investors to seek co-designed mandates. Omega Global Investors managing director George Vassos says larger investors are increasingly seeking discrete mandates ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... develop education about SMSF administration, and was working on an accountant licensing solution to provide a professional pathway for accountants to continue to provide SMSF advice. Bstar chief executive Grant Bloxham also said in February that accounting ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
... as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide compliance, technology, research and education services to more than 200 licensees. ...

Chartered accountants' response 'clumsy'

AAP  |  WEDNESDAY, 15 JUL 2015
The New Zealand Institute of Chartered Accountants was unused to competition and made a "clumsy response" to new rival CPA Australia, a court has heard. In the High Court at Wellington on Tuesday, Bruce Gray QC defended NZICA's marketing campaign and ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... use and navigate. The advancements being made in our technology are taking financial planning software to a new level." Pathway Licensee Services, one of netwealth Advice's businesses, is in full swing deploying the program due to the large amount of ...

ASX: The people's platform

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
... the reach of the ASX onto investment desktops throughout Australia, investment managers may have just found their best pathway to reaching the highly prized and enigmatic self managed super fund sector," said Rainmaker.

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... there are 5,500 CFP accredited advisers in Australia and Rantall stressed the importance of creating a "personalised" pathway into the program. He said that some of the students enrolled this semester are returning students that are re-entering the program ...