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Showing 51 - 60 of 82 results for "Adviser education"

FPA sets sights on lifting professional standards

MARK SMITH | FRIDAY, 16 JAN 2015

... labelled 2015 the year of professional standards and has thrown its weight behind a number of initiatives to boost adviser education. "Last year saw our profession come under immense scrutiny," he said. "The spotlight this year is rightly on education ...

ASIC stands up for adviser national exam

LAURA MILLAN | FRIDAY, 28 NOV 2014

... financial advisers would fail to address the current deficiencies. In a joint submission to the inquiry into adviser education they said that the examination would "shift the focus from ensuring a financial adviser has the requisite competence to adequately ...

Higher adviser education standards boost CFP demand

LAURA MILLAN | MONDAY, 10 NOV 2014

The demand for the Certified Financial Planner (CFP) certification program has increased by 100%, following the big institutions' initiative to increase the minimum education standards for financial advisers. The Financial Planning Association (FPA) ...

FPA appoints new CRC Chair, rolls out education standards

STAFF WRITER | WEDNESDAY, 15 OCT 2014

... group," said Rantall as he moved to further isolate the Financial Services Council in its call for a more formal adviser education standards regulator.

FSC advice regulation plan leaves AMP cold

LAURA MILLAN | THURSDAY, 25 SEP 2014

... proposal to set up an Advice Competency Standards Board (ACSB) to oversee the development of competency standards, adviser education and the register of advisers has stirred controversy among industry stakeholders. While AMP has seemingly rejected the ...

FPA rejects FSC adviser regulation plans

ALICE URIBE, LAURA MILLAN | WEDNESDAY, 24 SEP 2014

... new body, the Advice Competency Standards Board (ACSB), to oversee the development of competency standards, adviser education and the register of advisers. The proposed board would include representatives from industry participants such as the Australian ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN | THURSDAY, 11 SEP 2014

... advice to instead strategies for passing an examination." Both organisations exposed their position regarding adviser education in a joint submission to the Parliamentary Joint Committee (PJC) inquiry into lifting the professional standards in the financial ...

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. ...

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 ...

Body needed to monitor adviser competency: FSC

LAURA MILLAN | TUESDAY, 2 SEP 2014

... to the Financial Services 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 ...

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Ausfood Super appoints chief executive

ELIZABETH FRY

Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA

The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA

Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN

Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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