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The Financial Services Institute of Australasia (FINSIA) is a professional institute for practitioners in the financial industry in Australia and New Zealand. [1] FINSIA was formed in 2005 by the merger of the Australasian Institute of Banking and Finance (AIBF), founded 1886 and the Securities Institute of Australia (SIA), founded 1966.
The following is a list of the world's largest publicly traded financial services companies, ordered by annual sales for the latest Fiscal Year that ended March 31, 2018 or prior (all public companies with sales of $20 billion or more are included, while privately held companies are not included).
The Financial Planning Association of Australia (FPA) is "Australia’s leading professional association for financial planners." [ 1 ] The association has around 11,000 members and affiliates, with nearly 5,000 CERTIFIED FINANCIAL PLANNER® (CFP) professionals. [ 2 ]
The Global Financial Centres Index (GFCI) ranks the competitiveness of financial centres based on over 29,000 assessments from an online questionnaire and over 100 indices from organisations such as the World Bank, the Organisation for Economic Co-operation and Development (OECD), and the Economist Intelligence Unit. The first index was ...
He holds PhD, Master and Honours degrees [4] and is a Fellow of the Financial Services Institute of Australasia, Fellow of the Australian Institute of Management and Fellow of CPA Australia. [ 2 ] He has published a number of books and monographs, published over 60 research papers and is the co-author of the best-selling Australasian text ...
The Corporations Act 2001 sets up a uniform approach to the regulation of financial services through a uniform licensing and disclosure regime. The general regulatory position is that a person (whether an individual or corporate entity) carrying on a financial services business in Australia must, unless exempted, hold an Australian financial services licence (AFSL) issued by ASIC.
American Financial Services Association; American Investment Council; America's Credit Unions; America's Health Insurance Plans; Bank Policy Institute; Consumer Bankers Association; Financial Industry Regulatory Authority; Financial Services Forum; Futures Industry Association; Independent Community Bankers of America; Institute of ...
Hightower was co-founded in 2007 by Elliot Weissbluth, Larry Koehler, Daniel Lidawer and Drew Kornreich. The firm was founded for broker-dealer advisors who wanted to move to an independent firm that still received the support of a big firm but without the negative press and conflicts of interest of needing to recommend products that their employer required them to sell.