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Showing 1091 - 1100 of 4745 results for "Financial advisers"

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... Rainmaker Information data shows that North ranks fourth when it comes to serving the highest number of aligned financial advisers. At the end of 2021, there were 2145 advisers using the platform. North sits behind Colonial First State (3119), BT Panorama ...

ASIC sets adviser exam dates

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
... announced new sitting dates yesterday. Enrolments for the May sitting open on April 4 and close on April 26. Financial advisers will have the option to sit the exam on the following dates: May 12, 13, 14, and 16. The next round of sittings will take ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
... proportion of women investing is picking up the pace, the number of female investors still lags behind men - but financial advisers can help. At an International Women's Day event today, BT head of risk strategies and research Kirsty Wymer stated ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
The Quality of Advice Review should take precedence over other proposed regulatory changes as financial advisers should not be encumbered by two sets of major reforms in a short period of time. This is according to The Advisers Association, which is ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
... financial advice provides a wonderful outcome for clients, however, increased regulatory obligations imposed on financial advisers in recent years means the cost of traditional ongoing personal advice services has gone up dramatically, making it increasingly ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... "That's why we have expanded our offering to include a suite of specifically ESG Aware Model Portfolios, so that financial advisers utilising our service aren't spending hours and hours having to research, build and maintain these managed accounts on ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... funds under advice reach $4 billion in the six months, flagging that it is seeing an uptick in the number of financial advisers in its books despite the broader industry experiencing a rapid decline. On February 24, Clime finalised its 75% ownership ...

Mirae to launch local ETF suite

KARREN VERGARA  |  FRIDAY, 25 FEB 2022
... the firm in July 2021, will prioritise his efforts in rapidly building Global X in Australia, starting with financial advisers. Earlier that year, TA Associates took about a 50% stake in BetaShares Holdings, replacing Mirae's holding and some minority ...