Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 209 results for "Streamlining"

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... 10 years' experience, a clean record and have passed the adviser exam. He said the consultation will look at streamlining the education requirements for advisers, including for new entrants, and will commence shortly. He added that issues with the ...

Pendal FUM drops $12bn

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... our strategic growth areas. These include the development and expansion of our global distribution capability, the streamlining of the group's global operating platform and adapting our product offerings to ensure ongoing and future relevance to our ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... of local advisers and 52% worldwide. Elsewhere, Australian advisers are less likely to see other factors, such as streamlining their client base (28% vs 25% globally) or succession planning (17% vs 24% globally), as critical to their success. Rather ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... excluding more and more people," Ardino said. "Yes, the government can take steps to reduce much of this cost by streamlining regulatory requirements - and we are extremely supportive of the Quality of Advice Review currently underway - however, the ...

U Ethical adds two directors

ELIZABETH MCARTHUR  |  THURSDAY, 24 FEB 2022
... Mann welcomed King and Burns to the board. "U Ethical has worked hard behind the scenes for the last two years on streamlining its back-office processes seen recently with unit registry outsourcing to IRESS," Mann said. "In addition, the enhancement ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... response to the education standards policy paper, which finalised submissions on February 1, the FPA detailed why streamlining education requirements will put the hard work the industry has invested in gaining professional status at risk. Some 83% of ...

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... connects financial advisers to paraplanners has onboarded over 250 users in the short time since it launched. Tanngo is streamlining the way advisers source paraplanning staff, growing to 140 advisers and 120 paraplanners since it set up shop 18 months ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
Link Group has a new technology partnership aimed at streamlining financial advice for superannuation fund members. Link will combine its services with personal financial management tool Moneysoft for a new offering will be available to all super funds ...

Government opens consultation on key advice reforms

JAMIE WILLIAMSON  |  MONDAY, 19 APR 2021
... ASIC and the FSCP. "These reforms simplify the regulatory framework governing the provision of financial advice by streamlining the number of bodies involved in the oversight of financial advisers, while at the same time strengthening that oversight ...

David Atkin joins ME Bank board

KANIKA SOOD  |  THURSDAY, 7 JAN 2021
... expertise in delivering improved customer experience for banking customers through tech and digital innovation and streamlining customer operations will be of significant value to ME," ME Bank chair James Evans said. "David is an equally experienced ...