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Showing 1041 - 1050 of 4745 results for "Financial advisers"

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... are protected and advanced." "Changes to the regulatory environment should recognise the professionalism of financial advisers and enhance the reputation of the profession as a whole. "Regulatory certainty needs to be introduced and duplication removed ...

May exam sees 43% pass rate

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
Less than half of the financial advisers who sat the exam in May have passed, results show. The May sittings represented the 17 th since the introduction of the exam and saw 496 advisers attempt it; 72.2% of which were resitting the exam for at least ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have used their submissions to the Quality of Advice Review to call for regulatory certainty. Releasing their submissions yesterday, both industry ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... to come," he said. "Ords has a long history of assisting our clients build and manage their wealth, and our financial advisers in our Perth office are experienced and well qualified to continue this tradition." In addition to its existing Perth team ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

Leading wealth management marketers recognised

CHLOE WALKER  |  FRIDAY, 10 JUN 2022
... said. "There have been significant shifts in financial services, specifically impacting superannuation funds, financial advisers and investment managers, so the ability of organisations to react to those changes is crucial to their success." 2022 MAX ...

No more changes to risk commissions: ClearView

JAMIE WILLIAMSON  |  TUESDAY, 7 JUN 2022
About 67% of financial advisers say they'd stop offering standalone risk advice if there are further changes to life insurance commissions. That's according to a survey conducted by ClearView, which found a further 20% are unsure if they'd continue ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... rates than ever seen before. The KPMG report suggested that in the current stringent regulatory environment, financial advisers have rationalised their client books to focus on service offerings for wealthier clients. In light of such problems, Ardino ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... also welcomed the new minister, flagging that Jones had previously said Labor would examine ways of giving financial advisers better access to client superannuation information from the MyGov ATO portal. "We appreciate this initiative, knowing that it ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... contributions, the super guarantee and minimum pension drawdowns. BT Technical Services fields over 2000 queries from financial advisers every quarter, so in the lead up to the end of financial year, the wealth management company has decided to list ...