|Search Results||Showing 1 - 10 of 100+ results for "FASEA"|
|Under the FASEA Code of Ethics the amount of money an individual has to invest can no longer be relied upon to determine whether they are a sophisticated investor or not. Sophisticated investors are defined by ASIC's Money Smart as investors with a ...|
|... Authority, the announcement coinciding with the commencement of the new Code of Ethics. Catriona Lowe will step down from the FASEA board effective January 31 as she has been appointed to a full-time role as a State/Territory member of the Australian ...|
|... from stakeholders on its much contested Code of Ethics, attempting to answer some of the many questions raised so far. FASEA consulted with stakeholders following the release of its guidance document in October. Those consultations revealed a series ...|
|... the AMP Financial Planning Association on the changes - a claim the AMPFPA was quick to shoot down. 8. Government extends FASEA deadline At the close of the Association of Financial Advisers' national conference in August, the announcement that many ...|
|... Ethics Authority Code of Ethics, which comes into effect on January 1. Roger Patterson, whose company Blue Path provides FASEA exam preparation workshops, has released an extensive list of misconceptions about FASEA's Code of Ethics. Patterson told Financial ...|
|A replacement financial adviser representative director has been appointed to the FASEA board three months after the resignation of CountPlus chief executive Matthew Rowe. Hamilton Wealth managing director Will Hamilton has been appointed as a part-time ...|
|... we're acutely aware of trying to be more aligned and collaborate," FPA chief executive Dante De Gori said. De Gori said the FASEA Code of Ethics is "not done and dusted" and confirmed the associations will continue to work together to get a favourable ...|
|... Financial Adviser Standards and Ethics Authority is under pressure to clarify its stance on all forms of managed accounts. FASEA chief executive Stephen Glenfield confirmed he has met with the Institute of Managed Account Professionals and is considering ...|
|... monitor and manage compliance but making the point that collecting client data could adequately meet many elements of the FASEA code.|
|... contested Code of Ethics is imminent. Speaking to Financial Standard at the FPA Professionals Congress, Glenfield confirmed FASEA is aiming to have either a full guidance note or additional guidance on the Code of Ethics released by 1 January 2020. "People ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|