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Showing 3741 - 3750 of 5855 results for "Profession"

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
A new parliamentary inquiry to lift professional, ethical and education standards in the financial services industry will help close the loop on the consumer protection mechanism, Financial Planning Association (FPA) chief executive Mark Rantall has ...

Mercer appoints two independent directors

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
Mercer has appointed three new directors to its Australian entity boards, including two new independent non-executive directors. Melissa Babbage will join the Mercer Investments (Australia) Limited (MIAL) board, while Jan Swinhoe will join both the ...

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
The Association of Financial Advisers (AFA) will prioritise the completion of the organisation's code of conduct after revealing the foundation principles of the document this morning at a roadshow in Sydney. The AFA expected to complete the code of ...

Fitzpatricks hires former CFSGAM head of marketing

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
Fitzpatricks Financial Group has made two senior appointments in response to a growth in advisers and funds under advice. Former Colonial First State Global Asset Management head of marketing Colin Bold will head up the firm's marketing operations ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
Premium Wealth Management has hired former IOOF audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial ...

PROFILE: Sunsuper chief executive Scott Hartley

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
In January, former NAB executive Scott Hartley leapt across the chasm that separates the retail and industry sides of superannuation, becoming chief executive of Sunsuper. Six months in, he reflects on the differences- or lack thereof - of the two sides. ...

Understanding Managed Accounts

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
Today is the last day to participate in the 2014 Financial Standard Managed Accounts Survey for Financial Advisers. Share your views for a chance to win a $300 Myer Gift Voucher. All participants get a copy of the survey findings. Your participation ...

ASIC puts an end to PIS monitoring program

LAURA MILLAN  |  TUESDAY, 29 JUL 2014
The adviser monitoring program for Professional Investment Services (PIS) has concluded with the Australian Securities and Investments Commission (ASIC) reporting "a significant improvement in its compliance and audit functions." The Centrepoint-owned ...

SMSF advisers gear for referrals from accountants

MARK SMITH  |  MONDAY, 28 JUL 2014
More than half (55%) of SMSF financial planners expect referrals from external accountants to be a future source of clients, CoreData's 2014 SMSF Professional Report reveals. Overall, three-quarters of all SMSF intermediaries expect 10% growth in their ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 28 JUL 2014
In the latest edition of Financial Standard we look at some of the new aged care reforms and consider the opportunities for advisers in this space. We also profile the new Sunsuper chief executive Scott Hartley and look at the record breaking amount ...