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Showing 151 - 160 of 162 results for "education standards"

AXA pushes for fee-for-service July deadline

MICHAEL HOBBS | THURSDAY, 6 MAY 2010

... divided into five initiatives including marketing advice, documentation, how to charge for the advice and education standards. For example, AXA re-wrote all its statements of advice (SoA), client questionnaires and adviser service agreements so clients ...

Planners locked out of SMSFs

MICHAEL HOBBS | WEDNESDAY, 16 DEC 2009

... by the trustee because the average SMSF has substantial assets. Both Hamilton and LaGreca welcomed higher education standards for financial planners but Hamilton questioned why SMSFs should be forced to bear the higher cost simply because they can.

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS | TUESDAY, 15 DEC 2009

... structure lacked scale and offered suggestions to address this. Finally, tthe paper called for raising the education standards of financial advisers that offer SMSF advice. Industry reaction In response, Graeme Colley, national technical manager at ING ...

Planners brace for fiduciary revolution

ALEX DUNNIN | TUESDAY, 24 NOV 2009

... significantly lift its adviser policing activities through expanded shadow shopping programs and that adviser education standards be raised and monitored through the establishment of a professional standards board. The Report in this regard was highly ...

AFA calls for more consultation on education

COMPANY RELEASE | MONDAY, 23 NOV 2009

... education consultation paper includes some "good ideas" and called for a truly consultative approach to developing education standards. Richard Klipin, chief executive at the AFA, the industry needs to focus on financial planning education standards. ...

Libs reject planner commissions ban

MICHAEL HOBBS | FRIDAY, 20 NOV 2009

... from criticism, as a lawyer I know people in the legal profession have let their profession down. The higher education standards, the higher the community will hold financial planners in."

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS | THURSDAY, 19 NOV 2009

... development, Bloch also announced a raft of new education expectations for the association's members. "The education standards of financial planners has frustrated the industry and caused much concern. The government has been dancing around this for ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS | TUESDAY, 11 AUG 2009

... there may be a level of requirement at an entry level." She said financial planning licensees determine the education standards for paraplanners. "They're very technical so I would be very surprised if paraplanners were operating with minimum or no levels ...

SMSFs get "kick up the pants"

MICHAEL HOBBS | MONDAY, 16 MAR 2009

... the sector more broadly to confront this matter going forward." But Sherry commended SPAA's efforts to raise education standards across the industry and the association's positive contribution to parliamentary committees. Sherry also refuted some of ...

Reverse mortgages stumped by slump

CHRIS NICHOLLS | MONDAY, 24 SEP 2007

... retirement product option for Australians". Dell also said increased planner involvement meant continued strong education standards.

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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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