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Showing 3911 - 3920 of 9819 results for "Advisers"

FASEA issues adviser exam proposals

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... Financial Adviser Standards and Ethics Authority released its draft guidance on the five key areas existing financial advisers will be tested on under the new education requirements. FASEA is proposing tthe Financial Adviser Examination assess the practical ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... Corporation appointed David Storm as its head of distribution, tasked with the sales strategy and working with financial advisers to consolidate clients' wealth "any asset, in any market, at any time." Storm told Financial Standard the investment ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... through its financial adviser training program. TAL Risk Academy is introducing an education course which assists financial advisers to get the best outcomes for clients who are at risk of, or faced with, diabetes. Launched during National Diabetes Week ...

Industry expert joins SMSFA board

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... National Seniors Australia, Self-managed Independent Superannuation Funds Association, and Stockbrokers and Financial Advisers Association. The alliance aims to improve superannuation taxation, Age Pension means testing and the broader retirement income ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... financial institutions needs to begin with a focus on people at the coalface. Chief executive of the Association of Financial Advisers, Phil Kewin, admits it's a trying time. "I've never seen a more stressful environment for advisers in terms ...

Disability income insurance an ongoing concern: APRA

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... particularly how it's offered outside of superannuation. The interplay between ratings houses and independent financial advisers recommending products with additional "bells and whistles" is an area APRA will target. Phase one of APRA's review ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...

Asset manager hires insto sales director

KANIKA SOOD  |  MONDAY, 9 JUL 2018
... Sowerby. "Christina is a key addition as we seek to deepen service and support to our institutional clients and their advisers. Christina brings strong personal connections across the Australian investor landscape and she will undoubtedly help us to ...

AMP sales director retires

JAMIE WILLIAMSON  |  MONDAY, 9 JUL 2018
... 2011. He was responsible for the distribution of AMP's insurance, wealth management and banking products to financial advisers. Wyatt spent 25 years at AXA both in Australia and the UK, and was general manager of marketing and strategy prior to its acquisition ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? A 2017 whitepaper from the Financial Planning Association of Australia ...