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Showing 661 - 670 of 2026 results for "Application"

CFP coursework approved

ELIZABETH MCARTHUR  |  TUESDAY, 27 AUG 2019
The Financial Planning Association of Australia (FPA) has had its application for recognition of CFP coursework approved by FASEA. Any financial advisers who completed Certified Financial Planning (CFP) 1-4 program coursework to obtain the FPA CFP designation ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... executive Tony Klim said the Midwinter team has built a strong, highly functional and well-regarded cloud-based SaaS application for the financial advice market. "The acquisition has a strong fit with our mission to provide best-in-class software solutions ...

Peak bodies respond to government roadmap

KRISTI CHENG  |  TUESDAY, 20 AUG 2019
... checking and information sharing for financial advisers; enforceable code provisions for industry codes of conduct; and application of unfair contract terms provisions to insurance contracts. Two of the recommendations due to be implemented attracted ...

Chief economist update: US recession a sure thing

BENJAMIN ONG  |  MONDAY, 19 AUG 2019
... the Fed disappointed with its non-commitment to further rate cuts - and deeper (-14 bps) - the day Trump tweeted the application of a 10% tariff on US$300 billion worth of US imports from China starting 1 September. The yield differential stood at -29 ...

Government fund seeks investment manager

KANIKA SOOD  |  FRIDAY, 16 AUG 2019
A $2 billion fund created by the government is on the lookout for an investment manager. The Australian Office of Financial Management AOFM on Monday opened the tenders for investment management services for the $2 billion Australian Business Securitisation ...

Court dismisses Westpac lending practice case

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
The Federal Court has dismissed ASIC's case against Westpac, alleging it breached responsible lending practices for home loans. ASIC alleged that between December 2011 and March 2015, the bank failed to properly assess whether borrowers could meet repayment ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
NEOS Life has partnered with a global software firm to support its underwriting, sales and administration functions. NASDAQ-listed Ebix has deployed several functionalities for the start-up in just nine months. This includes implementing an adviser ...

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... continually invest in their education and practically apply this when working with clients. The AFA said the practical application of advisers' knowledge is a key factor, as it considers more than just the advisers' academic qualifications. AFA chief ...

Former financial adviser charged

HARRISON WORLEY  |  TUESDAY, 13 AUG 2019
A former financial adviser who was banned from providing financial services by ASIC in 2018 has been charged with five counts of dishonest conduct. Mark Damion Kawecki has been charged for allegedly using false or misleading information in applications ...

JANA hires quantitative applications lead

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
JANA Investment Consultants appointed a former Victorian Funds Management Corporation executive in the newly created role of head of quantitative applications. Michael Watt was chief executive and principal consultant at PortfolioMetrics for almost ...