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Showing 1111 - 1120 of 10527 results for "Advice"

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... client experience and operational efficiency," Sevestre said. "This integration is crucial for delivering accurate financial advice, allowing advisers to focus on client relationships and planning. For providers, the opportunity lies in developing systems ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. The equity partnership scheme investment into Melican will be made up of cash and some ...

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial advice service. He also operates an equipment finance broking and mortgage broking business through the corporate vehicle, Corporate ...

Adviser exam yields 70% pass rate

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... 19,692 of 92% of candidates who sat the exam have passed. The exam has three strands. It tests candidates' knowledge of advice regulatory and legal requirements, including obligations under Chapter 7 of the Corporations Act, the Anti-Money Laundering ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Better Financial Outcomes and Other Measures) Bill aims to reduce red tape for financial advisers and improve access to advice for Australians. This includes new laws that consolidate administrative steps in obtaining clients' consent to ongoing ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Professional to offer superannuation fund staff further education and training as the sector gears up to offer more financial advice. The courses target super fund staff predominately working in call centres, general advice, and education delivery teams. ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
... legal and administration services. Licensee and adviser services comprises Interprac Financial Planning, Sequoia Financial Advice, as well as the family office, corporate finance, wealth management, asset management, specialist investments. It also includes ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... undertaking after ASIC pinged it for possibly operating without a licence, including possibly providing financial product advice. As part of the undertaking, iExtend had to apply for an AFSL. That AFSL has now been granted; in the interim iExtend has ...

Committee calls for 'sick agency' ASIC to be split in half

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... Importantly, it said all reasonable steps should be taken to ensure levies charged on industry subsectors, like financial advice, under the Industry Funding Model are reduced commensurate with this increased resourcing to the regulator. It added that ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... Sydney. Prior to that he had stints with Strategic Capital Management, Perpetual and ipac. ASIC found he provided personal advice to 11 retail clients after failing the mandatory adviser exam. Justice Kyrou said: "In order to uphold the integrity of ...