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Showing 361 - 370 of 2971 results for "Education"

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... qualification. For financial advisers who are also registered tax agents, they're no longer required to meet the additional education requirements to be a qualified tax relevant provider. Assistant treasurer Stephen Jones said by better recognising the ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... Sequoia made several senior appointments as of late, the latest being Jonathan Trapnell, who assists the group manage education and licensee partnership programs. Trapnell was previously Synchron's head of adviser support. Also in August, Martin ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... private credit - which can be structured on a variable rate basis - has been a standout performer. "So that continued education and work that we do with advisers and planning groups got momentum behind it five years ago, and our track record has performed ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and the Policy Advisory Committee. He also served as a political research officer and was president between 1987 ...

Foresters Financial launches tax-effective education bond

ANDREW MCKEAN  |  MONDAY, 21 AUG 2023
Foresters Financial has rolled out a new education bond, offering a tax-effective avenue for families to save for their children's education. The education bond operates under a "scholarship plan" framework, allowing bond administrators to benefit from ...

Industry Fund Services enters strategic partnership

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2023
... Fund Services (IFS) is partnering with the tech build and design unit of Boston Consulting Group to develop financial education and wellbeing solutions for super fund members. IFS will work with BCG X to "explore how the sector could work together to ...

MLC Life backs adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
MLC Life Insurance has assisted the launch of Risk Hub, a new support platform designed to help advisers excel in risk advice. Risk Hub was officially launched this month by founder and former Zurich Financial Services head of digital Marc Fabris. It ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
TIP Group and Clime Investment Management have joined forces to provide a financial education program that utilises the expertise of financial advisers. The two ASX-listed firms launched My Financial Fitness, which provides subscribers with online content ...

Industry fund chief named Fund Executive of the Year

ANDREW MCKEAN  |  FRIDAY, 4 AUG 2023
... of ART. In acknowledgement of his contribution to ART and the superannuation industry, Reilly was awarded a $30,000 education grant by award sponsor T. Rowe Price. FEAL chair Brian Delaney said: "Bernard's leadership has taken two already strong funds ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
... solutions that bring down these perceived barriers to entry and encourage ongoing engagement, Guiamatsia said. "We believe education and trading tools that are tailored to - or customisable by - each individual investor can enable this," she said. Positively ...