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Showing 6121 - 6130 of 9822 results for "Advisers"

Institutions' bid to raise adviser education not genuine: FSU

LAURA MILLAN | MONDAY, 8 SEP 2014

The attempt by Australia's largest financial institutions to raise the education standards for their financial advisers is not a genuine attempt by licensees to improve integrity and transparency in the industry, the Financial Services Union (FSU) said. ...

SEC adviser exams could cost US$310m

ALEX DUNNIN | MONDAY, 8 SEP 2014

... in a Box' released its analysis last week following sentiment that a Bill before Congress to 'user charge' investment advisers for professsional examinations is re-gathering momentum and could be presented to the House in the coming months. The subtlety ...

Ties between product and advice "archaic": FPA

ALICE URIBE | FRIDAY, 5 SEP 2014

... point-plan) on the Future of the Profession. It said the it would provide supplementary submission on education standards for advisers, as well as the proposal for a register of financial advisers, as this material is being developed in conjunction with ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH | FRIDAY, 5 SEP 2014

... for financial planning firms that wish to operate as an IFA under their own License." He said 23 advice firms and 45 advisers had expressed an interest in joining FPSA. He said netwealth's other advice business, Pathway, is getting "at least five enquiries ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN | THURSDAY, 4 SEP 2014

New financial advisers should be forced to hold a higher education degree from January 1, 2018, the Financial Planning Association (FPA) said in its submission to a Parliamentary Joint Committee (PJC) inquiry. The PJC on Corporations and Financial Services ...

Advisers boost practice profitability

LAURA MILLAN | THURSDAY, 4 SEP 2014

Financial advisers' effort to improve business efficiency in the context of the Future of Financial Advice (FoFA) has paid off, as new research shows that practice profitability has gone up in the last year. Financial planners are serving more clients ...

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN | WEDNESDAY, 3 SEP 2014

... Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign prove that young Australians want advisers to help them get ahead and make the most of any surplus income before they incur long-term debt. The 'Getting financially ...

Aberdeen funds added to mFund service

STAFF WRITER | WEDNESDAY, 3 SEP 2014

... diversified fixed income. The fund manager said the mFund service will complement its existing strategy which relies on advisers and platforms to distribute more than 20 funds to Australian investors. "Home bias among Australian investors is very strong ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN | TUESDAY, 2 SEP 2014

... Council (FSC). The new body would oversee the development of competency standards, adviser education and the register of advisers, the FSC proposed in its submission to the Financial System Inquiry (FSI). The board should include representatives from ...

Vertical integration good for consumers, competition: instos

LAURA MILLAN | MONDAY, 1 SEP 2014

... in the market," AMP said in its response to the FSI interim report. Australia's largest advice provider by number of advisers said that "there is no evidence that 'independent' advice is of any greater quality than advice from other business models." ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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