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Showing 371 - 380 of 810 results for "Covering"

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
... Alternatively, by 1 January 2024 an existing adviser may have completed a course that offers eight AQF8 units/courses covering fields including ethics, professional attitudes and behaviours; financial planning and the advice process; and technical requirements. ...

APRA announces new executive general manager

EMMA RAPAPORT  |  MONDAY, 11 DEC 2017
... of Deutsche Bank London, will be responsible for the supervision framework and enterprise strategy and risk functions, covering both the design and maintenance of the processes and techniques used by APRA's supervisors to assess risks within regulated ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... to disability, serious illness, or the premature death of a household breadwinner is not usually a recurring event. As covering income losses is not a repeated expenditure like other common financial obligations, people do not have the benefit of 'learning ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... combines human and robo advice and provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. PictureWealth founder David Pettit ...

Janus Henderson sends 100 staff to custodian

ALEX BURKE  |  FRIDAY, 10 NOV 2017
... executive Patrick Colle said. "We are now able to offer a complete multi-asset class, middle-to-back office solution, covering all major markets in the world, including the US," Colle said. BNP Paribas Securities Services head of Americas Claudine Gallagher ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. One of the biggest advantages of ...

Advice industry compensation bill hits $37m

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... of 35 "bad apples", ASIC's annual report shows. ASIC also reviewed the claims handling practices of 15 life insurers, covering more than 90% of the life insurance market. Its October 2016 report found significant shortcomings in the claims handling practices ...

FASEA announces first focus

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... entrants will be required to have completed an AQF7 bachelor-level degree made up of 24 courses, 12 of which will be core covering fields including ethics; professional attitudes and behaviours; the financial planning and advice process; and technical ...

Fiducian founder transitions to executive chair role

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... since establishing Fiducian in 1996. Over that time, he's steered the firm to becoming a diversified wealth operation covering financial advice, portfolio management, superannuation and proprietary administration technology. Fiducian chair Robert Bucknell ...