Search Results | Showing 651 - 660 of 1237 results for "licensees" |
| | | ... under the new standards. This means any bridging courses completed can be counted towards CPD hours. FASEA has suggested licensees take an active role in dictating the direction of CPD activities, also recommending they be required to publish a CPD policy ... |
| | | | ... announced today represent a move away from pricing that has historically been differentiated between different advice licensees. Our new pricing will provide advisers and their clients access to the same simple, low capped administration fees on BT Panorama," ... |
| | | | ... planners as the degree equivalence requirements come into effect in 2024, and support from professional associations and licensees is needed to ensure a smooth transition," Peker said. Another trend reported was the rise of the self-licensed financial ... |
| | | | ... years, there has been "extraordinary movement" out of the institutional space and a 43% increase in the number of small licensees, he said. "AMP and the banks could often afford to have technology support staff on the ground, resulting in a 'sticky' ... |
| | | | ... Mathews. The awards will be presented at an event in Sydney on 1 August. Award categories and finalists are as below: Licensees Managed Accounts Crystal Wealth Paradigm Group The Lunar Group Viridian Advisory WLM Financial Services Innovation Dynamic ... |
| | | | ... than 30 days and they could no longer provide any new advice to clients. What followed was a warning from ASIC to other licensees of the extra due diligence that would be expected if they were to recruit former Dover advisers. According to Rainmaker's ... |
| | | | ... AdviserLogic on board," Lesh said. "AdviserLogic has a suite of software products built to assist financial advisers, licensees, brokers, corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief executive ... |
| | | | ... characteristics necessary to be considered as cash or cash equivalent," the regulator said in a letter addressed to all RSE licensees. APRA's definition of cash identifies it as: cash on hand, demand deposits and cash equivalents that represent short ... |
| | | | ... financial advice on setting up an SMSF that did not comply with the best interests duty or related obligations. Of the 102 licensees, 97 were found to have provided non-compliant advice. ASIC identified several limited AFSL holders and providers operating ... |
| | | | ... equivalency standards is due to close tomorrow. FASEA also announced it conducted four consultation forums in May, inviting licensees, educators and industry associations to share views on the draft standards. "The forums gave guidance on FASEA's role ... |
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