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Showing 811 - 820 of 2485 results for "Association of"

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... Sequeira-Walmsley takes on the new role of NSW state manager after working as national partnership manager at the Association of Financial Advisers for the past two years. At the AFA she was responsible for connecting members with the services, education ...

Pressure mounts on regional advice

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... and Forbes, many of these lone advisers are - or were - one of less than six operating in the area. According to Association of Financial Advisers' chief executive Phil Kewin, about 11% of the AFA's membership is servicing townships in regional ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... self-licensed, similar to the way a doctor would. Only two-in-five advisers (19%) opposed the idea. The Financial Planning Association of Australia's policy lead Ben Marshan believes the current AFS licensing regime is standing in the way of financial ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... retirement, yet only 33% believe they will have accumulated enough to achieve that goal. This is slightly higher than the Association of Superannuation Funds of Australia's (ASFA) retirement standard which suggests single retirees with $545,000 in ...

TAL expands Risk Academy offering

DARREN SNYDER  |  WEDNESDAY, 11 JUL 2018
... TAL's Risk Academy on-demand webinar. The webinar is one hour and carries one CPD point accredited through the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). TAL insures about four million Australia ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... the largest financial institutions needs to begin with a focus on people at the coalface. Chief executive of the Association of Financial Advisers, Phil Kewin, admits it's a trying time. "I've never seen a more stressful environment for advisers ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... advisers spend the most time actually delivering advice in FY18? A 2017 whitepaper from the Financial Planning Association of Australia shows the modern day financial adviser is one that embraces fintech solutions, which ultimately leads to increased ...

ESG considerations material to long-term success

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
... performed above the ASX200 average, while those with lower ESG scores underperformed the average. Regnan and former Association of Superannuation Funds Australia chief executive Pauline Vamos said the long term nature of super required funds consider ...

EQT creates governance analysis role

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
... subsidiary. He replaced John Crocker who opted to retire from the position. Lally is also the former chair of the Association of Superannuation Funds of Australia.

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...