PEOPLE MOVES: Barclays UK, Credit Suisse, Quilter
Wealth CEO departs bank, while Swiss group names chief executive for Israel
AFA
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PEOPLE MOVES: HSBC, Schroders, Sanlam Wealth
Bank names CIO for Europe and Mena, while asset management giant hires chair
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Aussie advisers to file class action against AMP
They claim the wealth firm did not give enough notice before writing down their client book values
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Relief for Aussie advisers as exam deadline finally extended
The bill was rejected twice but passed at third sitting
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Australian advisers call for exam extension
As they turn to country’s Labor party for support
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MetLife partners with Aussie advice industry to support women
Association of Financial Advisers and insurer set up professional development grant to attract talent
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Aussie Royal Commission ignored ‘value’ of financial advice
‘Disturbing’ suggestions were made based on the examples of poor professionals, says industry body
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Australia faces IFA exodus if industry forced to upskill
Potentially hundreds of senior Australian financial advisers could leave the industry if they are forced by the government to upskill, according to the country’s Stockbrokers and Financial Advisers Association (Safaa).
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New professional standards for Australian advisers welcomed
A revised professional standards framework for financial advisers and planners in Australia has been welcomed by the Association of Financial Advisers (AFA) and Financial Planning Association (FPA), but further improvements could be made.