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Showing 831 - 840 of 2357 results for "Stage"

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... Partners, and issued by Standards International, will be available as a certified course for advisers from 1 June 2020. At this stage, the program will be launched to advisers globally starting with a special focus on the UK, USA and Canada, Australia ...

Mortgage Choice Financial Planning rebrands

ELIZA BAVIN  |  TUESDAY, 5 MAY 2020
... accessible to all Australians and to offer relevant advice at the time they need it most regardless of a person's age or life stage." Thomas added that financial advice is changing and FinChoice wants to be at the forefront in the "new era" of advice. ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... adviser for all life insurance-related matters." Certe Wealth Jeremy Boller founded the firm in 1996. "We got to a size and stage where we needed the capital and support of a large, experienced partner to help us capitalise on opportunities and cement ...

Few redundancies but pay cuts abound: Recruiter

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Gordon said he has been impressed by how quickly clients adapted. For example, a recent senior appointment was at the offer stage when the company employing him moved to working from home protocols to help curb the spread of COVID-19. The candidate was ...

Recruitment, salaries slide in financial services

ELIZABETH MCARTHUR  |  MONDAY, 20 APR 2020
"What a difference a pandemic makes," Kaizen Recruitment noted in an update on the state of recruitment activity in Australian financial services. Kaizen found that while clients pushed ahead with filling essential talent gaps and some have attempted ...

Not the time to sell products

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
While the arrival of the COVID-19 crisis may have come as a prime product selling opportunity for some, Allianz Retire+ chief executive Matt Rady is adamant that the more appropriate behaviour is to support advisers. Speaking to Financial Standard ...

AFCA extends complaints response time

ALLY SELBY  |  THURSDAY, 16 APR 2020
... providing as standard, a flat 21-day timeframe to provide an initial response, once the dispute reaches the case management stage." AFCA chief executive and chief ombudsman David Locke said the temporary extension comes at a time when financial services ...

Industry fund continues investment team expansion

HARRISON WORLEY  |  TUESDAY, 14 APR 2020
... enjoyed his time at the fund so far, and was excited to take on the new role. "It's exciting to join the fund at this early stage of its program to build out internal capability and embed a total portfolio approach that focuses on strong collaboration ...

What's next for income-focused funds

KANIKA SOOD  |  THURSDAY, 9 APR 2020
... 1%. The remained of about 2% comes from selling options on the stocks. It's this last component that will take centre stage for income-focused funds in the months ahead, according to Teh. "Not [changing] much, because I do run a high-income fund. ...

Schroders appoints regional leadership

HARRISON WORLEY  |  TUESDAY, 31 MAR 2020
... industry and client engagement experience, our strong performing business across Asia Pacific is well positioned for the next stage of growth," Debruyne said. Separately, the firm has been preparing to bring a private equity fund to Australia later this ...