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| | | ... 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. ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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