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|Search Results||Showing 21 - 30 of 44 results for "Stephen Glenfield"|
|... Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. Standard Six within the Code of Ethics appears to be the source of the confusion, statingthat ...|
|... completing an important component of their education requirements under the Corporations Act," FASEA chief executive Stephen Glenfield said. "Unsuccessful candidates are able to re-sit the exam and these advisers will receive guidance on which knowledge ...|
|FASEA chief executive Stephen Glenfield refused to acknowledge the impact increased education requirements has had on financial adviser numbers during a recent Senate Estimates hearing. Appearing before the committee, Glenfield was asked by Liberal ...|
|... providing advice," IMAP said in a regulatory update. IMAP chair Toby Potter wrote a letter to FASEA chief executive Stephen Glenfield explaining managed accounts. "One of the principal drivers of the growth of managed accounts has been the development ...|
|... two credits in recognition of prior learning in an approved graduate diploma. FASEA chief executive officer Stephen Glenfield said: "The awarding of credits for the CFP 1-4 program coursework to attain the FPA CFP designation provides appropriate recognition ...|
|... the Queensland University of Technology for existing advisers to meet the education standards. Chief executive Stephen Glenfield said the bridging courses build on the body of courses approved by FASEA and provides additional choice to advisers seeking ...|
|... Adviser Standards and Ethics Authority's inaugural exam have passed with flying colours. FASEA chief executive Stephen Glenfield said the authority is pleased with the implementation of the first exam. He congratulated the 579 financial advisers ...|
|... additional regional locations would also be added for the December and February sittings, a move chief executive Stephen Glenfield said was designed to make it easier for advisers to meet the education standard in time. "We have been working closely ...|
|... appropriate recognition to existing advisers who have undertaken these further studies," FASEA chief executive officer Stephen Glenfield said. FASEA also approved certain graduate diplomas from Securities Institute/FINSIA and University for South Queensland ...|
|... SMSF Specialist Adviser designation on or after 2005 will be awarded one credit point. FASEA chief executive Stephen Glenfield said: "The awarding of credits for coursework to attain the AFA and SMSFA designations provides appropriate recognition to ...|
A new Sydney dealer group focused on Muslim clients is looking to hire up to 50 financial advisers in the next 12 months, as it nabs MSC Group's chief operating officer to lead the business.
Pengana Capital has appointed a US-based fund manager to its global equities assets, after Jordan Cvetanovski and Steven Glass's surprise walkout in March.
The exchange traded fund provider has established its first office in Auckland, New Zealand and has appointed a director to manage its adviser and institutional business across the ditch.
ASIC has confirmed it will not be recommending changing the label of 'general advice', after independent research commissioned by the regulator found such a move is unlikely to prevent consumer confusion.
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