Search Results | Showing 71 - 80 of 1070 results for "licensees" |
| | | ... DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial advisers and licensees, aiming to streamline advice processes and implementation workflows. DASH chief executive Andrew Whelan outlined a clear vision ... |
| | | | ... monitoring and supervising the licensed advice providers, having finalised the questions for regulatory returns that licensees must file every year, with the first set due in September 2024, Hewes added. |
| | | | ... that needs to be improved is the Professional Year, he said, which takes up a significant amount of time and money for licensees, particularly those on a smaller scale. Macdonald suggested that advisers could work with educators, technology providers ... |
| | | | ... financial adviser qualified for the extension)," ASIC said. "As a result of this proactive review, the relevant AFS licensees (or where necessary, ASIC) have corrected the authorisation status or cease dates of over 1300 individuals, so that the FAR ... |
| | | | ... world-leading software and services, he said. "We're already seeing strong take-up in the local market having signed several licensees and dealer groups here, and are in active conversation with multiple advice firms," Eatock continued. "The market is ... |
| | | | ... software. The report also mentions that digital advice providers are focused on pitching to corporate customers like larger licensees and superannuation funds. The report notes a rapid increase in advice planning software providers for Australian financial ... |
| | | | ... so, and maintaining those competencies over time, has been highlighted in ASIC's updated SMSF advice guidance for licensees and advisers," he said. "The SSA designation provides independent verification of an adviser's competencies to provide ... |
| | | | ... Information, Interprac has 273 advisers as at December end. Sequoia flagged that it is considering consolidating its licensees, reducing from four to three by the end of the year. It added that its direct investment division has fallen short of EBITDA ... |
| | | | ... cited growth from net inflows and a pipeline of opportunities across all customer segments including, large national licensees, brokers, boutique advice practices and self-licensed advisers. Platform funds under administration (FUA) were $55.8 billion ... |
| | | | ... December quarter alone saw a 6% decline, likely driven by the October adviser exam deadline. The total number of advice licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial ... |
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