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Showing 21 - 30 of 306 results for "Professional Development"

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... provides access to managed accounts and model portfolios investment product searches, new continuing professional development modules and access to Plan For Life research reports. Rainmaker's wider data solutions software and DMI Systems will also ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... independently owned financial professionals. "By combining our strengths, we are enhancing opportunities for professional development, business growth, and industry advocacy," Heathwood said. "Most importantly, this collaboration ensures that our members' ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... Adviser and Specialist Auditor programs understand that earning these designations requires a commitment to professional development, technical proficiency and the highest standards of SMSF practice," Burgess said. Commenting on 2024 CEO Award, Burgess ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... most popular by a vast majority of where the advisers thought the business should evolve to." AMP's professional development programs and initiatives such as the University Challenge have also moved across. "One of the key principles in the transition ...

ASIC crackdown: Action taken against 13 SMSF auditors

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2024
... topics, including breaches of auditing and assurance standards, independence requirements, continuing professional development obligations, or for not being a fit and proper person to remain an approved SMSF auditor. This action was in addition to the ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... listen and improve the product to match our needs," he said. The partnership will also see Iress provide professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... as many flagged their exit over the next three years, a new survey finds. A comprehensive analysis of professional development managers (PDM) and business development managers (BDM) by Business Health looked at how these roles have evolved since the ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... qualifications, pass the exam, complete an initial professional year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private Wealth, said the announcement is welcome news as it ...

Treasury to refresh financial adviser exam

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... passing the mandatory exam, undertaking an initial professional year of work and training, and continuing professional development. "The Government is committed to ensuring the exam remains a pillar of the financial adviser professional standards," Treasury ...

ASFA appoints Mary Delahunty as chief executive

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
... pipeline of consultation on critical issues ahead of us, and the planned delivery of a comprehensive professional development program to enhance skills and thought leadership throughout the industry, we are confident that under Mary's leadership ...