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Showing 1 - 10 of 72 results for "Financial Services Institute"

MLC Life Insurance welcomes new non-executive director

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... and ANZ Bank. Stephen also held board roles with the International Financial Risk Institute and the Financial Services Institute of Australasia (FINSIA). MLC Limited chairman Peter Grey welcomed the appointment and said Stephen's experience will ...

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
... in-person client meetings. The survey, conducted by US fintech Broadridge Financial Solutions and the Financial Services Institute, reveals that 51% of advisers still conduct formal client meetings either via phone or video conferencing. Should the technology ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services Institute of Australia.

CountPlus firm completes tuck in acquisition

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... the accounting industry, having been director of Stirling for 18 years. He is also a fellow of the Financial Services Institute of Australia. CountPlus chief executive Matthew Rowe said the transaction is a boost for Bentleys clients. "We are excited ...

Chief economist update: What to expect when you're expecting

BENJAMIN ONG  |  TUESDAY, 2 JUN 2020
... Lowe has ruled out sending interest rates below zero and, more recently (May 21), declaring on a Financial Services Institute webcast that: "I said previously that it was extraordinarily unlikely that we would have negative interest rates, and there's ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... Gunning is a board member of the Stockbroking Association of Australia and a senior fellow of the Financial Services Institute of Australasia.

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Australia was established by the AFA and FPA in conjunction with the Boutique Financial Planners, the Financial Services Institute of Australasia, the Self-Managed Super Fund Association and the SAFAA. Brad Fox, former chief executive of the AFA and ...

ASFA chief joins Irish software provider

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 MAY 2019
... Currently chief executive of ASFA, Fahy was previously a partner at KPMG and chief executive of the Financial Services Institute of Australasia. Fahy will be keynote presenter at the FINEOS APAC Summit which is taking place in Sydney later this month ...

New ethics test for bankers

KANIKA SOOD  |  MONDAY, 25 MAR 2019
The Financial Services Institute of Australasia entered into an agreement to introduce an ethics test for Australian bankers and securities markets professionals. The test has been developed in partnership with the Chartered Institute for Securities ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... Association of Australia (FPA); Association of Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute of Australasia (FINSIA); Self-Managed Super Fund Association (SMSF Association); and Stockbrokers and Financial Advisers ...
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