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Showing 1071 - 1080 of 4744 results for "Financial advisers"

Former ANZ Australia head in new role

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... "The investment and wealth management markets are becoming increasingly sophisticated, with a new breed of financial advisers and new regulatory framework creating opportunities that has led to the establishment of Amplifi Group." "That we have attracted ...

BetaShares opens Perth office, hires

ELIZABETH MCARTHUR  |  MONDAY, 11 APR 2022
... allows us to expand our presence in Western Australia by adding a dedicated resource for the more than 1,700 financial advisers in that state." Prowse shared his excitement at joining BetaShares. "I'm excited to join one of Australia's largest, experienced ...

BT Funds Management fined $20m

JAMIE WILLIAMSON  |  FRIDAY, 8 APR 2022
... Financial Advice reforms in 2013. Further, members were also changed commissions via their premiums that went to financial advisers, event where they had elected to have the financial adviser component removed from their account. This case was one of ...

COVID-19 financial advice relief to be repealed

ANDREW MCKEAN  |  FRIDAY, 8 APR 2022
... relief measures that were initially introduced in April 2020. The central tenants of these reliefs allowed financial advisers to provide a Record of Advice, rather than a Statement of Advice, to existing clients requiring financial advice due to pandemic ...

Mason Stevens names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... Investment Group. In the new role, Fernley will lead the Mason Stevens' asset management specialists, and help financial advisers and managers develop models, and facilitate unique platform investment opportunities such as IPOs, capital raises and ...

ASIC releases latest adviser exam results

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
Just 32% of the financial advisers that sat the exam in February have passed. Releasing the results of the February exam on Friday, ASIC said 32.4% or 108 of the 333 advisers in the sitting were successful. Of the February candidates, 73% were sitting ...

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
The Stockbrokers and Financial Advisers Association will now be known by a name that more accurately reflects its membership, the body said. The association has received full member support to change its name to Stockbrokers and Investment Advisers ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
More than ever, financial advisers are turning to managed accounts to better take care of client funds, according to SPDR ETFs and Investment Trends most recent report. According to the research, more than half (53%) of financial advisers are now using ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
Experienced financial advisers that have yet to gain a bachelor's degree or equivalent are caught in the middle of a political maelstrom promising an easier education pathway. With both major parties announcing significant changes to adviser qualifications ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
The number of financial advisers is close to dipping below the 17,000 mark as more than 700 recently exited the industry. As of March 17, the ASIC Financial Adviser Register recorded 17,246 active advisers, Rainmaker modelling of the data reveals. On ...