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Showing 3871 - 3880 of 5855 results for "Profession"

Advisers to complete 60 extra education hours under TASA

LAURA MILLAN  |  MONDAY, 10 MAR 2014
The Tax Practitioners Board (TPB) has proposed that registered tax advisers complete a minimum of 60 hours of continuing professional education (CPE) in three years as part of the Tax Agent Services Act (TASA) 2009 legislation. The TPB released Exposure ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 10 MAR 2014
In the latest edition of Financial Standard, we look at whether longevity insurance is the key to making retirement funds go the distance. We also investigate why the much-vaunted Asia Funds Passport might not get off the ground andA we speak to MetLife ...

Asia Funds Passport on shaky ground

MARK SMITH  |  MONDAY, 10 MAR 2014
The Asia Funds Passport will never get off the ground because the majority of fund managers in the region are already aligning their products with European UCITS standards, according to EY Asia-Pacific and EMEIA asset management leader Roy Stockell. ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
The professional advice industry is facing a seismic demographic shift that it is ill-prepared for, according to the chief executive of Pershing Advisor Solutions, Mark Tibergien. "The industry is fundamentally built on baby boomers but there is a demographic ...

Nine in 10 Australians can't get no insurance satisfaction: survey

LAURA MILLAN  |  WEDNESDAY, 5 MAR 2014
Only a select few among working Australians are on top of their insurance needs, leaving the door wide open for financial advisers who have mastered the ins and outs of good insurance. Late last year, insurer Zurich surveyed 394 working Australians ...

Vale Gwen Fletcher

JULIE BENNETT  |  MONDAY, 3 MAR 2014
... peacefully in a Sydney nursing home on Friday 28 February. Gwen played a vital role in extending the financial planning profession beyond America's shores to Australia. It was also Gwen who took the first step towards globalisation of the profession ...

Advice numbers and client claims hit PIS results

LAURA MILLAN  |  MONDAY, 3 MAR 2014
The fall in advice numbers and the increase in client claims hit Professional Investment Services (PIS) revenue, which fell 7% during the first half of financial year 2014. Centrepoint Alliance-owned PIS reported that net revenues fell by 7% to $11.497 ...

FICAP's "Who Wants to be a RockStar" sells out

STAFF WRITER  |  MONDAY, 3 MAR 2014
The annual FICAP "Who Wants to be a RockStar" event has sold out with record support led by platinum sponsors ANZ, Challenger, Colonial First State and Perpetual. The event to be held at the Beresford Hotel in Sydney on Thursday 20 March sees members ...

Advised pre-retirees more confident about retirement

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Advised pre-retirees are more confident than non-advised that they will achieve the level of wealth they require in retirement, CoreData research found. The CoreData 2014 Post-retirement Report found that 65.1% of pre-retirees that do not seek professional ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Independently-owned dealer group GPS Wealth (GPS) has introduced a Managed Discretionary Account (MDA) which it said would cut investment fees in half. GPS also said it would transition away from wrap platforms and master trusts. According to GPS Wealth ...