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Showing 701 - 710 of 882 results for "FOS"

FPA calls for improved education on advice

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
... Financial Planning Association (FPA), Australian Securities & Investments Commission (ASIC) and the Financial Ombudsman Service (FOS) hosted an educational workshop for advisers to combat issues addressed in the recently released ASIC Shadow Shop Survey ...

No QE, not bad

BENJAMIN ONG  |  WEDNESDAY, 4 APR 2012
Guess we're no longer BFF (best friends forever) with Ben. No sir, not after he quashed everyone's hopes that QE the third is about to sail. How could you do this to us BFF? It's all over the headlines: "U.S. Stocks Fall as Fed Minutes Damp Stimulus ...

Flaws in advice system revealed by ASIC report

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... workshops to address issues in the survey, as announced last week, co-hosted with ASIC and the Financial Ombudsman Service (FOS). "The FPA believes it is vital for all key stakeholders involved in shaping and regulating the financial planning profession ...

ASIC, FPA, and FOS address shadow shopper report

ELISE BURGESS  |  WEDNESDAY, 21 MAR 2012
The FPA, ASIC and FOS have partnered to deliver a series of educational workshops for advisers to combat issues found in an upcoming ASIC Shadow Shop survey. The Australian Securities and Investments Commission (ASIC) revealed in February that conflict ...

Fin services rallies for charity ride

ELISE BURGESS  |  FRIDAY, 24 FEB 2012
The financial services community is preparing for a coastal motorcycle ride to raise much needed funds for young Australians. In its 13th year, 'Corners for Kids' charity motorcycle event will see industry motorcyclists ride from NSW-coastal town of ...

Perpetual announces institutional appointments

MELANIE TIMBRELL  |  THURSDAY, 16 FEB 2012
A week after Geoff Lloyd took the reins at Perpetual, the group has announced three senior appointments to grow the business' institutional fixed income and multi-sector offer. Sandi Orleow, Jeremy Rolleston and Darren Beesley are the new appointments ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

Agile, flexible portfolios big winners for instos

MELANIE TIMBRELL  |  WEDNESDAY, 25 JAN 2012
Investors will need to move quickly in 2012 as macroeconomic factors significantly impact investment outcomes, according to Mercer's outlook on the coming year. Portfolio flexibility and real-time governance models will be key to better results for ...

Market Wrap - Midday

AAP  |  FRIDAY, 2 DEC 2011
Australian shares had held on to their slight opening gains at noon, led by defensive sectors such as healthcare and consumer staples. At 1225 AEDT on Friday, the benchmark S&P/ASX200 index was up 24.8 points, or 0.6 per cent, at 4253.4, while the broader ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
ANZ aligned financial planners looking to retire can now avail of a new package aimed at helping them to develop a successful succession plan. The ANZ Wealth succession package gives planners a range of tools including a loan facility for business growth ...