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| | | 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 ... |
| | | | ... charges related to a complex options trading strategy it sold to investors without adequately educating their financial advisers on the product's risks. The Yield Enhancement Strategy, or YES, was sold to about 600 investors through financial advisers ... |
| | | | ... broader range of options." A recent survey by Natixis Investment Managers found that about 90% of Australian financial advisers are focused on servicing individuals between 50 and 60 years of age, or pre-retirees. And, for the Retirement Income Covenant ... |
| | | | ... optimisation. The integration, which comes just one year after Voyant's entrance into the Australian market, will allow financial advisers to model multiple cashflow scenarios using different growth rate assumptions and taking individual assets and economic ... |
| | | | Australian financial advisers believe they will grow their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look ... |
| | | | ... while licensed under two different groups. Commenting on the sanction, ASIC commissioner Danielle Press said: "Financial advisers have a critical role to play in helping consumers make confident and informed decisions about financial products." "They ... |
| | | | ... merger to create a multi-disciplinary firm. In total the merged entity will have 42 employees, including 14 financial advisers. The deal is expected to deliver immediate scale benefits and generate significant synergies, AZ NGA said, adding that it will ... |
| | | | AMP has called for the federal government to review life insurance model fees and caps placed on financial advisers, warning the current climate will lead to an underinsured population. The wealth manager picked at old wounds in its submission to the ... |
| | | | Almost half of all financial advisers are now providing ESG investment advice, according to a new report. This is a key finding of new research from Australian Ethical and Investment Trends and shows a significant increase from 2016 when just one in ... |
| | | | ... reduce cost and remove duplication." He added that he remains "committed to looking at reforms now to assist financial advisers in being able to meet the needs of their clients", including education requirements for experienced advisers. "I am pleased ... |
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