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Showing 771 - 780 of 982 results for "Training"

RetireInvest hires Strategy Steps

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
... Strategy Steps, as its outsourced technical experts. Strategy Steps will provide RetireInvest with technical updates, training and financial planning strategies. The firm is an independent boutique business specialising in the delivery of financial planning ...

FOS swamped with complaints

MICHAEL HOBBS  |  MONDAY, 14 SEP 2009
... between the two parties so the submissions come in and get dealt with," she said. She said FOS is also actively hiring and training more caseworkers to deal with the number of complaints. Some 28 per cent of the staff that work in the division were hired ...

MLC appoints head of platform sales

COMPANY RELEASE  |  TUESDAY, 1 SEP 2009
... McCouaig has experience in business development, platform sales, self managed superannuation as well as technical support, training and transition management. McCouaig started yesterday on Monday 31 August.

Cooper Review calls for governance submissions

RUTH LIEW  |  TUESDAY, 25 AUG 2009
... other two being operation and efficiency, and structure. This first phase will look at trustee knowledge, skills and training, conflicts in outsourcing, accountability to members and the composition of boards of trustees among others. Phase two will ...

QSuper call centre wins top gong

RUTH LIEW  |  MONDAY, 27 JUL 2009
... said Meredith. These factors, combined with a strong focus on quality interactions with customers and a good ongoing training and mentoring program have prompted the ATA to hand QSuper the award. Throughout the years, other financial services firms' ...

Financial planning is key: Westpac

MICHAEL HOBBS  |  WEDNESDAY, 22 JUL 2009
... Speaking at the Trans-Tasman Business Circle lunch briefing, Kelly said the bank is working on the division's education, training and support to ensure its financial planners are providing appropriate advice. "This really revolves around the theme I ...

AMP planners to use Lonsec and van Eyk

COMPANY RELEASE  |  FRIDAY, 17 JUL 2009
... Guggenheimer said the AMP Financial Planning product research team will now have increased access to investment analysts, training and product information. The firm also recently added to its internal research capabilities and appointed Brendan Irwin ...

ASIC charts margin lending requirements

MICHAEL HOBBS  |  TUESDAY, 14 JUL 2009
The regulator has released two proposals on the training conditions for financial advisers and requirements for firms dealing in margin lending products. The Australian Securities and Investments Commission (ASIC) released the Consultation Paper 108 ...

US planners prefer fee model: survey

PRESS RELEASE  |  TUESDAY, 7 JUL 2009
... Cerulli Associates. "That requires a more comprehensive approach with a greater emphasis on customer service and better training."

AustSafe Super licensed for advice

RUTH LIEW  |  MONDAY, 27 APR 2009
... planning partner Money Solutions to licence McQuillen and Meredith and to provide back office support. This includes training, compliance services and production of Statement of Advice.