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Showing 71 - 80 of 178 results for "Exo"

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
Financial advisers are struggling to comprehend the level of misconduct revealed by the past fortnight's Royal Commission hearings. Will the non-aligned advice space be strengthened by the findings? Or will the vertically integrated model withstand ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
Missed something? Here's a recap of the most read stories to come out of the second week of the Royal Commission's inquiry into financial advice. High profile adviser under fire The Royal Commission heard how Fair Work commissioner Donna McKenna received ...

Dover roasted for 'Orwellian' protection policy

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
The Royal Commission scrutinised Dover Financial Advisers' former client protection policy, demonstrating its essential purpose to be to exonerate the licensee of any liability in the event of misconduct by authorised representatives. Counsel Assisting ...

Chief economist update: The euro's doing Trump's work in the Eurozone

BENJAMIN ONG  |  TUESDAY, 27 MAR 2018
Who was the first to blink? Was it Trump? Or was it Xi? "Frankly, my dear, I don't give a damn!" Given the financial markets' reaction, they don't care so long as the "lose-lose" situation of a trade war is averted. Still, this will continue to task ...

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
Financial advice industry associations will now look to fill any holes found in the educational pathway guidance issued by the Financial Adviser Standards and Ethics Authority yesterday. In acknowledging FASEAs statement, the Association of Financial ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
Financial advisers looking to pursue tertiary qualifications in preparation for incoming education and professionalism reforms may be able to do so via Swinburne Online from February 2018. The university will offer five new business and accounting degrees ...

SMSFs shifting focus for diversification

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
Australia's self-managed superannuation fund investors are gaining confidence in international equities and paying more attention to new, innovative sectors. New data from nabtrade shows SMSF investment in international shares, domestic ETFs, mFunds ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

Euro strength is a source of weakness

BENJAMIN ONG  |  FRIDAY, 8 SEP 2017
It didn't happen overnight, but it did happen. European Central Bank president Mario Draghi's concern over the impact of the euro currency's appreciation, that is. Recall that the ECB had been conspicuous in its silence about the euro since its 20 July ...