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Showing 61 - 70 of 4160 results for "financial advisers"

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... utilising A200 and NDQ as significant, core allocations in their portfolios. "Australian investors and their financial advisers are increasingly turning to Betashares to help construct diversified and robust portfolios that are well positioned for long-term ...

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... short answer questions, only multiple-choice questions. The requirement to limit exam participation to new financial advisers who have completed an approved degree and existing providers will also be removed. The next exam is due to be held on March ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go. The rapid upward trajectory of interest rates - from 0.10% in April 2022 to today's ...

Generation Development Group nears $3bn

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
... exceed our annual sales record. "We feel confident that this is achievable with the solid increase in active financial advisers utilising our products over the past six to nine months."

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... advice roadmap is an essential step towards giving consumers and advisers more ways to access financial advice. "Financial advisers and the customers they support will benefit from greater clarity around how people can use their super to pay for advice," ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... growth in ethical and responsible investing via ETFs is an ongoing trend that is driven by investors and their financial advisers seeking to meet their complementary goals of aligning their portfolios with their values and long-term wealth creation. ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... ASIC commissioner Alan Kirkland said failure to comply could incur significant consequences for unregistered financial advisers who continue to provide personal advice, together with their AFSL. "The provision of personal advice by unregistered advisers ...

CFS Edge launches Cboe products

CHLOE WALKER  |  FRIDAY, 19 JAN 2024
Financial advisers using Colonial First State's (CFS) new platform CFS Edge can now access quoted products from Cboe Australia (Cboe). Cboe Australia president Emma Quinn said the new partnership is the latest step in Cboe's journey to provide local ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... February 1 deadline fast approaching, the Financial Advice Association Australia (FAAA) says there's close to 6000 financial advisers who are still not registered with ASIC. Under the Financial Sector Reform (Hayne Royal Commission Response - Better ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
KKR has launched a digital education platform to help financial advisers and individual investors better understand the alternatives landscape. The KKR Alternatives Unlocked platform offers macroeconomic insights, investment perspectives and educational ...