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Showing 811 - 820 of 982 results for "Training"

Hillross board siphons industry expertise

RUTH LIEW  |  MONDAY, 28 JUL 2008
... advisers for our financial advisers to draw knowledge from, and I expect the board to help improve our processes, tools and training," said McMurdo. Jason Slade from PricewaterhouseCoopers is a consultant to the Board and a number of Hillross representatives ...

FPA rejects tax bill changes

MICHAEL HOBBS  |  MONDAY, 21 JUL 2008
... hinder consumer access to financial planning services. The proposed Bill requires financial planners to undergo additional training and become registered tax agents in order to provide basic tax advice. This additional requirement could boost compliance ...

One-size rule does not fit advice

RUTH LIEW  |  THURSDAY, 17 JUL 2008
... that is pertinent to their needs. It is also calling for a re-definition of 'personal advice' and ensuring a minimum training requirement is applied to anyone who gives advice. Finally the FPA is encouraging the wider adoption of short form Statements ...

ASIC bans Oxford Investments

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... Investments and director, Steven Moore, provided financial product advice to 14 people during the firm's futures trading training courses without an Australian financial services licence (AFSL) between January 2004 and March 2006. In addition, the Court ...

Moody's takes action after ratings blunder

MICHAEL HOBBS  |  WEDNESDAY, 2 JUL 2008
... reviewing the analytical models and methodologies, monitoring its structured finance ratings and improving the compliance training of its analysts. Raymond McDaniel, Moody's chair and chief executive, said the integrity of its rating process is core ...

FutureWise on track with advisers

RUTH LIEW  |  TUESDAY, 24 JUN 2008
... same rating for Macquarie Life keeping advisers informed of the application's progress throughout the process. For the training and support services, 40 per cent rated the FutureWise support team as nine or 10 out of 10 on its in-depth knowledge of the ...

Oceanic and AIFA launch 13-wk FP course

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
... RG 146 accreditation in risk management, investment planning and superannuation but also include business management training. Oceanic Human Resources search and select candidates for the course and then matches the graduate to a bank, dealer group or ...

RM advisers break through 1000 barrier

... understood the basic premise of the product. "Reverse Mortgages are unique products that require a specific approach. SEQUAL's training is vital for financial professionals, regardless of the government's Green Paper reforms," said Conlon. New research ...

Asgard enhances SMSF admin

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
... strategies and investment selection," said Bloore. According to its website, smartsuper provides strategic planning, training, administration and compliance services and has developed relationships with Price Waterhouse Coopers, Freehills and Ure Lynam ...

Clitheroe and Kelty honoured

RUTH LIEW  |  TUESDAY, 10 JUN 2008
... superannuation, associated improvements to productivity and conditions in the workplace and the development of youth training schemes that employed tens of thousands of young people. Meanwhile ipac securities founding director Paul Clitheroe was awarded ...