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Showing 371 - 380 of 438 results for "Pathway"

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Zurich has announced it will extend its ongoing partnership with talent resourcing firm Grad Mentor to attract more graduates to financial advice. According to Zurich head of distribution, retail life and investments Kristine Brooks, "These partnerships ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... integration will be progressively rolled out this month to advisers accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey found that netwealth bested its platform ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
ING DIRECT has signed a referral deal with one of Australia's top financial planning associations that will benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide ...

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
... take the exam, and those without an appropriate degree will be given a "transition process" to find a relevant education pathway. Both new and existing advisers will be required to undertake continuing professional development programs. The specifics ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... spaces to help these people transition into self-employment. It's been very successful; we've now got an end-to-end career pathway for people." Fog adds that the next step is to "take it to the external market and look for those who have expressed interest ...

Microequities AM launches microcap global fund

LAURA MILLAN  |  TUESDAY, 17 NOV 2015
Microequities Asset Management has launched a Global Value Microcap Fund aimed at Australian institutional investors. This is the manager's third fund since it was established in 2009. The Global Value Microcap Fund identifies undervalued global microcap ...

Treasurer open to all ideas on super

DARREN SNYDER  |  TUESDAY, 27 OCT 2015
Federal Treasurer Scott Morrison has not ruled out an idea of lifting the tax cap on superannuation contributions for women returning to work so they can "top up" their super. The tax cap lift would also apply to carers and other people who face lengthy ...

Instos seeking co-designed mandates

STAFF WRITER  |  FRIDAY, 25 SEP 2015
Low interest rates and suppressed yields have prompted Australia's largest institutional investors to seek co-designed mandates. Omega Global Investors managing director George Vassos says larger investors are increasingly seeking discrete mandates ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... develop education about SMSF administration, and was working on an accountant licensing solution to provide a professional pathway for accountants to continue to provide SMSF advice. Bstar chief executive Grant Bloxham also said in February that accounting ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
... as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide compliance, technology, research and education services to more than 200 licensees. ...