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| | | ... disclosure, design and distribution obligations," Court said. "Anyone dealing in a financial product or providing financial advice must have an AFS licence or be appropriately authorised under an AFS licence unless an exemption applies." As part of the ... |
| | | | ... the relationship with advisers and we're looking forward to working with them in the delivery of quality financial advice, at a time when Australians need it more than ever." After years of receding, AMP's share price rose on the back of this ... |
| | | | ... as well as accelerating changes to education requirements to meet increased demand for advice. Speaking at the Financial Advice Association Australia Congress this morning, Jones acknowledged feedback from the advice sector in relation to the first tranche ... |
| | | | ... director of all the group's companies that operated businesses between 2018 and 2022, which provided investors with financial advice and services in relation to secured lending transactions and share investment. Notably, a liquidator's report filed with ... |
| | | | ... about this outcome, as 37% felt that these changes might service the industry better than the clients themselves. Financial advice firms appear to be increasingly using paraplanners for a broader range of responsibilities beyond writing SoAs. Some 41% ... |
| | | | The Financial Advice Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide ... |
| | | | ... superannuation industry." He added that CBA Group Super will benefit from ART's global investment capability, financial advice services and member support functions, including digital tools and education seminars. "We're very proud that major ... |
| | | | ... they are permitted to provide today," he said. That said, Thornton argued that the gold standard will always be financial advice from an independent financial adviser. To him, better and more seamless access to personal data is still one of the key hurdles. ... |
| | | | ... ClearView said it obtained a 24.5% holding in Centrepoint in November 2021 as part of the arrangement for selling its financial advice businesses to Centrepoint. However, ClearView remains solely focused on its life insurance business, opting to divest ... |
| | | | Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ... |
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