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Showing 1021 - 1030 of 4744 results for "Financial advisers"

Pearler raises $7.8m to continue growth

CHLOE WALKER  |  TUESDAY, 19 JUL 2022
... of social wealth features, including the Pearler Exchange, an in-app group for discussing money issues with financial advisers. It is also looking to expand into the New Zealand market and to develop an investing app for kids, Pearler Headstart.

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... meeting clients' investment needs. "With one of the largest client service teams dedicated to assisting financial advisers in Australia, our team works hard to help advisers meet their clients' needs with a range of solutions including ETF-based ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... 6.25% thought an initial fee of between $3000 and $4999 was reasonable. This is in stark contrast to what most financial advisers said they actually charge, with the most common average among those surveyed coming in at between $2000 and $2999 as an ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
After a two-year pause, the Association of Financial Advisers has opened nominations for its 2022 awards. Looking to unearth the best across the financial advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored ...

AFA hits back at QAR submissions from Choice, ISA

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
The Association of Financial Advisers has hit back at the Quality of Advice Review submissions from Choice and Industry Super Australia, saying their recommendations are harmful to the sector. Starting with Choice, the AFA said the consumer body's submission ...

Don't forget: Adviser exam deadline looms

CHLOE WALKER  |  MONDAY, 11 JUL 2022
... Adviser exam only have until midnight tomorrow to enrol in the final sitting. ASIC has issued a reminder to all financial advisers who were eligible for the deadline extension but are yet to pass its exam that this month's sitting is their last chance. ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... to offer clients an investment bundle and was originally invented to create trades in a central place, for financial advisers to report manage and transact. "It was also a new way to manage tax and was a real look through to the underlying client from ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... Nominations have opened for the FS Power50, Financial Standard 's annual list of the 50 most influential financial advisers in Australia. Now in its ninth year running, the FS Power50 guide is a premium reference to the trailblazers and game-changers ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... to collect the sale proceeds overs a year before moving into retirement or changing careers, but qualified financial advisers are impossible to find outside of the capital cities. "Radar Results buyers are no longer prepared to risk not having support ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...