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Showing 671 - 680 of 1720 results for "Minimum"

FASEA to assess professional advice designations

JAMIE WILLIAMSON | THURSDAY, 13 DEC 2018

... resources or knowledge to appropriately approve CPD for their advisers," Maroney said. The association has also called for the minimum CPD requirements for technical competence match that of professionalism and ethics. Under the draft legislation, a ...

$300k makes advice worthwhile: Research

KARREN VERGARA | MONDAY, 10 DEC 2018

Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice. The survey of more than 50,000 consumers in the year to October reinforces that financial advisers tend to target clients at the top end of the income ...

ASIC funding numbers released

HARRISON WORLEY | THURSDAY, 6 DEC 2018

... more than $28 million on the financial advice sector as a result of its new cost-recovery funding. In addition to the minimum levy of $1500, licensees providing personal advice to retail clients on relevant financial products contributed $934 per adviser ...

FASEA exam is not fair: Spot poll

KARREN VERGARA | MONDAY, 3 DEC 2018

... legislation, proposing that an existing adviser has a graduate diploma of eight subjects as a maximum requirement. The minimum requirement - those with a FASEA-approved bachelor or master degree - would undertake a bridging course on the FASEA Code of ...

FS Power50 names most influential advisers in 2018

STAFF WRITER | WEDNESDAY, 28 NOV 2018

... they are all licensed to provide personal advice based on the ASIC FAR (Financial Advisers Register), have met current minimum professional educational standards, and are members of at least one industry association. The guide is also featured in the ...

FASEA releases draft degree requirement legislation

JAMIE WILLIAMSON | WEDNESDAY, 21 NOV 2018

... entrants. FASEA has proposed the maximum requirement for an existing adviser be a graduate diploma of eight subjects while the minimum - for those with a FASEA-approved bachelor or master degree - would be FASEA's bridging course on the FASEA Code of ...

Australia's first active fixed income ETF goes live

KANIKA SOOD | TUESDAY, 20 NOV 2018

A Legg Mason affiliate has become the first to offer an actively-managed fixed income fund as an exchange-traded fund in Australia. Ringing the bell at the ASX in Sydney yesterday, Western Asset Management portfolio manager Anthony Kirkham listed the ...

AMP Capital appoints fund manager

KANIKA SOOD | MONDAY, 19 NOV 2018

... Crossroads Logistics Centre in Sydney's South-West." ADFP has more than $5.3 billion in assets. The wholesale fund has a minimum investment size of $10 million and has been in existence since 2014.

Code of ethics still the main game: FPA

DARREN SNYDER | MONDAY, 19 NOV 2018

... blueprint released on Friday, Marshan broke down FASEA's education standards into three "transitional standards", being the minimum tertiary educational standard; the exam and professional year; and the continuous professional development (CPD) standard. ...

FASEA clarifies adviser exam rules

DARREN SNYDER | MONDAY, 19 NOV 2018

... (including a maximum four hours of professional reading), of which 70% will need to be approved by licensees. FASEA has defined minimum hours for CPD categories as follows: Technical - five hours; Client Care and Practice - five hours; Regulatory Compliance ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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