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Showing 1 - 10 of 121 results for "Pathways"

Janus Henderson makes two senior appointments

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... backbone of our strategy as a firm. Craig's continued development into the head of retail research role shows our career pathways continue to provide opportunities for our staff," he said.

Advice reforms can solve retirement income challenges

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
... people feel when drawing down on their superannuation." A critical part of the solution is making sure superannuation has pathways that help nudge people towards well-rounded default solutions for funding retirement, he said, warning that notions of ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... significant expense on top of what it costs firms to sponsor a Professional Year candidate. "Any way we can simplify the pathways to a career in financial advice while upholding the education and professional standards is worth exploring," he said. The ...

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2023
... needs to be done to encourage more new advisers into the industry, saying "the legacy of FASEA looms large" and current pathways require more flexibility and need to better reflect the ways people typically enter the industry. "I think what we're ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... Lucy and Catherine understand the importance of members best interests, trustee obligations, technology and operational pathways, and regulatory considerations. All of which are essential moving into 2024."

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... in May 2024, candidates registering for their Level III CFA Program exam will be able to select from three specialist pathways: portfolio management (the traditional version of CFA Level III), private markets, and private wealth. Weise said the specialist ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. CBA sold Count Financial to Count in October 2019 and stopped providing licensee services through CFP-Pathways and Financial ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... offering financial advice degrees. We're kidding ourselves if we think that's going to do it. So, we need more pathways without giving up on [what] the profession and regulators says are essential to qualify [students] to provide financial advice" ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... we're nimble. We're moving down a pathway to leverage the strength of the bank, but also looking at opportunities and pathways to the way we think about the cloud, for example." In achieving this, Rady didn't discount acquiring other players ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... for advisers is ensuring professional standards are also met. "If they (advisers) haven't yet met their education pathways, they have until January 2026 to do that. That's the last piece in the puzzle for professional standards for advisers," ...
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