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Showing 991 - 1000 of 4745 results for "Financial advisers"

Practifi names senior director, go-to-market

CASSANDRA BALDINI  |  FRIDAY, 9 SEP 2022
... firm's client success, professional services, sales and product teams to deliver outcomes and service to financial advisers. Practifi president and co-founder Adrian Johnstone commented that Banga has made a valuable contribution since joining and ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... scheme that is rarely required as adequate capital levels and professional indemnity insurance obligations for financial advisers result in minimal unpaid AFCA determinations," he said. Meanwhile, the government has also finalised the legislation to ...

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
About 70% of the financial advisers that are looking to leave their licensee are planning to go it alone, research shows. According to Investment Trends' Adviser Business Model Report, about 70% of those looking to move in the next 12 months plan to ...

The time is right: AFA chief

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
The proposed merger between the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) has seen a mixed response, with many questioning the timing, but Phil Anderson says it's the right time. The idea of the ...

FS Power50: Last day to vote

CASSANDRA BALDINI  |  FRIDAY, 2 SEP 2022
Voting for the 2022 FS Power50, which recognises the most influential financial advisers in Australia, closes today. This year, Financial Standard received 180 nominations. This was whittled down to a shortlist of 115. So far, the list has attracted ...

Active Super reaffirms commitment to regional members

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... marks the fifth office Active Super has had in Newcastle over more than 20 years and will be manned by four financial advisers and a client relationship manager. Stockwell said the fund is committed to servicing its members and employers in regional ...

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Ongoing uncertainty and a shrinking talent pool is driving significant salary increases for financial advisers. That's according to a recent salary guide from financial services specialist Kaizen Recruitment, saying it's seen substantial increases in ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

Latest adviser exams see 52% pass rate

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...