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Showing 131 - 140 of 162 results for "education standards"

Institutions' bid to raise adviser education not genuine: FSU

LAURA MILLAN | MONDAY, 8 SEP 2014

The attempt by Australia's largest financial institutions to raise the education standards for their financial advisers is not a genuine attempt by licensees to improve integrity and transparency in the industry, the Financial Services Union (FSU) said. ...

Ties between product and advice "archaic": FPA

ALICE URIBE | FRIDAY, 5 SEP 2014

... subsequent 10 point-plan) on the Future of the Profession. It said the it would provide supplementary submission on education standards for advisers, as well as the proposal for a register of financial advisers, as this material is being developed in ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN | THURSDAY, 4 SEP 2014

... Corporations and Financial Services is conducting an inquiry into proposals to lift the professional, ethical and education standards in the financial services industry. The FPA said that there needs to be "an appropriate transition and pathway options ...

Call general advice 'sales': CBA

ALICE URIBE | FRIDAY, 29 AUG 2014

... emerging systemic risks," it said. The submission was also supportive of promoting a "combination of higher education standards for financial advisers and technology-neutral regulatory environments to stimulate affordable, accessible and appropriate ...

BT unveils tougher adviser standards

LAURA MILLAN | TUESDAY, 26 AUG 2014

... standard," the spokesperson said. Yesterday, NAB/MLC said that its advisers will have three years to meet the new education standards, which include the requirement for new planners need to hold a relevant degree qualification and an advanced diploma ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN | MONDAY, 25 AUG 2014

National Australia Bank (NAB) and MLC financial planners have three years to meet the new education standards, which require advisers to hold tertiary qualifications. NAB/MLC has been the latest to join the wave of Australian large financial institutions ...

Advisers to study for 200 hours under TASA

LAURA MILLAN | WEDNESDAY, 20 AUG 2014

... drafts on education requirements under the Tax Agent Services Act (TASA) 2009. The TPB considered the minimum education standards for financial advisers to be insufficient and noted that "the lack of a comprehensive education on Australian taxation law ...

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN | WEDNESDAY, 30 JUL 2014

A new parliamentary inquiry to lift professional, ethical and education standards in the financial services industry will help close the loop on the consumer protection mechanism, Financial Planning Association (FPA) chief executive Mark Rantall has ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN | MONDAY, 21 JUL 2014

BT Financial Group chief executive Brad Cooper said raising adviser education standards is not enough and demanded that consumers be able to get full access to information about all Australia's financial planners. "Education is critical but assessed ...

CBA to fund adviser education and association membership

LAURA MILLAN | FRIDAY, 18 JUL 2014

... Bank (CBA) has confirmed that it will provide full funding to cover costs involved with the tougher adviser education standards announced last week. As revealed by Financial Standard, CBA decided to raise adviser standards in the wake of the final report ...

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Qualitas scores $550m mandate

ELIZA BAVIN

Qualitas won the mandate from a new global institutional investor based in North America.

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN

ASIC has issued a reminder to the Australian Financial Services (AFS) licensees regarding the upcoming notification obligations related to the new experienced provider pathway.

Coller Capital hires former J.P. MAM executive

KARREN VERGARA

A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand.

Partners Group launches private infra fund

KARREN VERGARA

Partners Group will launch a new private markets fund for local high-net-worth investors.

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