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Showing 461 - 470 of 540 results for "ethics"

Planners Best Practice Awards closing soon

STAFF WRITER  |  FRIDAY, 16 AUG 2013

Submissions open to FPA Best Practice Awards

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... recognise financial planners who adhere to the FPA Code of Professional Practice, which holds members to a high standard of ethics, practice and professional conduct. To FPA chief executive Mark Rantall, the awards are an opportunity for financial planners ...

IPA issues FoFA aligned draft standard

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
... Advice (FoFA) legislation and it has additional components to APES 230. The IPA asks its members to adhere to its Code of Ethics for Professional Accountants, to the Professional Indemnity insurance requirements, to the My Public Accountant Orientation ...

FPA reiterates need for professional qualifications

MARK SMITH  |  THURSDAY, 21 MAR 2013
... standards," said FPA chief executive Mark Rantall. Currently, financial planners must sign a Professional Code of Conduct and ethics, have a diploma qualification and have one year's work experience to become a practitioner member. The FPA and the Financial ...

Govt moves to enshrine 'financial adviser' label

ALICE URIBE  |  WEDNESDAY, 20 MAR 2013
... Randall said that the bill "was a good first step" Currently, financial planners must sign a Professional Code of Conduct and ethics; have a diploma qualification; and one year's work experience to become a practitioner member. From July 1, it will also ...

Super funds get serious about social media

MARK STORY  |  WEDNESDAY, 6 FEB 2013
... February, keynote speaker Tony Vidler from Strictly Business reminded delegates that brand management is all about business ethics - especially within a social media context. "When using social media you can inadvertently and very quickly compromise ...

FPA awards Australia's best financial planners

MARK SMITH  |  MONDAY, 19 NOV 2012
... Practice award. Tate-Lovery has contributed to the FPA Transition to Fees Taskforce, the FPA CFP Curriculum Taskforce: Ethics, Professionalism and Compliance and was a panel judge for three years for the FPA's Value of Advice awards. Shane Lenehan of ...

Talkin' bout my generation

LINDA HAUSKEN  |  TUESDAY, 7 AUG 2012
... clients to be attracted to financial advisers possessing the right soft skills, industry-specific education and strong ethics. The differences between the service offerings of Gen X, Gen Y and Baby Boomer advisers was raised at the session that tackled ...

AFA releases draft code of conduct

BEN COLLINS  |  THURSDAY, 19 JUL 2012
... professionalism, AFA member requirements, and supervision and monitoring policies. Under the AFA's code of professionalism, ethics and conduct, members will need to abide by 10 principles. While the AFA has not outlined a definition of best interest ...

Premium acquires stake in the Emerald Club

LINDA HAUSKEN  |  WEDNESDAY, 18 JUL 2012
... independent. "We both have a strong commitment to remaining free of institutional ownership, to professional standards and ethics and concur on how businesses should operate, "said Paul Harding-Davis, chief executive of Premium Wealth Management. Harding-Davis ...