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Showing 1081 - 1090 of 5658 results for "Financial adviser"

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... comes to receiving financial advice, less than half of young respondents said that they were open to using a financial adviser. Instead, they would prefer to turn to peers or opt to do their own research. Feeling they don't have sufficient assets ...

TAL launches Professional Year platform

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
The insurer has unveiled a new digital platform that promises to keep track of all Professional Year requirements and achievements. Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed on ASIC's Financial Adviser Register (FAR) during 2021/22." On an annual basis there were membership declines across CFP professionals, practitioner ...

Financial adviser registration delayed

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
The government has said it will delay the financial adviser registration requirement until 1 July 2023. The Financial Sector Reform (Hayne Royal Commission response - Better Advice) Act 2021 introduced a central registration requirement for financial ...

QAR leaves insurance commissions alone

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2022
... recent reforms, including anti-hawking, design and distribution obligations, and caps on some commissions. "A financial adviser is an intermediary who has undertaken to provide advice in the best interests of their client. If an adviser will receive ...

Super education is professional development: ART

STAFF WRITER  |  WEDNESDAY, 2 NOV 2022
Learning about superannuation should be considered a part of an employee's professional development, according to Australian Retirement Trust members. The super fund recently held a roundtable with some of its employers and found many believe super ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... also named in the Financial Standard Power50 for 2022 this week. Meanwhile, Martyn is director, principal and financial adviser at Personal Financial Services. Prior to that she spent time at KPMG as its director and held a senior adviser role at National ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
Scientiam has partnered with DASH Technology Group to launch a transition service that assists advisers in getting their C and D clients out of underperforming funds. The Scientiam Transition Service, available at no cost until the end of the year ...

ClearView abandons potential takeover transactions

ANDREW MCKEAN  |  WEDNESDAY, 2 NOV 2022
ClearView Wealth has concluded its strategic review process, with the board deciding not to proceed with any transactions. As previously reported by Financial Standard, ClearView began its strategic review process in September 2021, with the objective ...