Search Results | Showing 31 - 40 of 1136 results for %22Adviser education%22 |
| | | ... costly it was to do so, JBWere Australia chief executive Maria Lykouras told yesterday's AFR event. With increased education standards, the focus on the code of ethics, uplift in some of the legislative requirements, Lykouras said that it puts JBWere ... |
| | | | ... executive Alex Vynokur commented. Additionally, Vynokur flagged that the company is "actively exploring" the development of adviser-specific features, including a referral program to link investors with more complex needs to advisers, which "will be ... |
| | | | ... or a $13.9 billion rise, over the 12 months ending September 30. "Responding to the changing economic environment plus adviser and client demand, we continue to add to our investment menu. During the quarter we added an industry-first small parcel bond ... |
| | | | ... looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial ... |
| | | | Justine Marquet will join Allianz Retire+ as its new head of technical services. Marquet brings over 20 years' experience in financial services, having worked in a variety of roles across product development, regulatory change, operations, and sales ... |
| | | | ... the Australian ETF industry, helping democratise investing by expanding choice, lowering costs and improving investor education and engagement," Vynokur said. "We are privileged to serve over one million Australian investors and their financial advisers ... |
| | | | ... about their financial security in retirement. I believe this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening retirement ... |
| | | | ... qualification. For financial advisers who are also registered tax agents, they're no longer required to meet the additional education requirements to be a qualified tax relevant provider. Assistant treasurer Stephen Jones said by better recognising the ... |
| | | | ... the economy, chief executive and managing director Garry Crole said. Ezzat-Daniel Nesseim, a former Libertas financial adviser, is currently serving a three-year correctional order, including home detention, for providing fabricated evidence as part ... |
| | | | ... private credit - which can be structured on a variable rate basis - has been a standout performer. "So that continued education and work that we do with advisers and planning groups got momentum behind it five years ago, and our track record has performed ... |
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