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Showing 1121 - 1130 of 5658 results for "Financial adviser"

No escaping volatility: AMP

ANDREW MCKEAN  |  FRIDAY, 23 SEP 2022
At least for the next few months while central banks are raising rates, expect the volatility we've seen in share markets, currencies and fixed income to remain in play, warned AMP senior economist Diana Mousina at the Association of Financial Advisers' ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... Financial Advisers chief executive Phil Anderson hosted a panel on the matter with ASIC senior executive leader, financial adviser Leah Sciacca, Diverger managing director Nathan Jacobsen, Australian Advice Network chief executive Paul Forbes and AFCA ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... could be provided by someone who doesn't have the experienced educational publications of a professional financial adviser. Abood concluded that there are other issues raised "around the edges." "I don't think the consumer groups understand that ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
Padua Solutions co-founder and co-chief executive Anne-Marie Esler explained to the audience at the Association of Financial Advisers' (AFA) Thrive Conference that there are four key challenges facing the financial services industry. There are four ...

The untold story of adviser education

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
On day two of the Association of Financial Advisers' Thrive Conference, Kaplan Professional chief executive Brian Knight said there's plenty of statements being thrown around about education, often without a lot of data behind them. However ...

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... natural deduction, that means around 500 of them have not been able to pass and will be forced to leave the financial adviser profession at the end of this month," he explained. He pointed out that not passing the exam does not mean the adviser isn't ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
At the opening of the Association of Financial Advisers' Thrive conference, AFA president Sam Perera expressed an extremely optimistic outlook about the advice industry's future. "I do believe we are turning a corner, the opportunities we have are tremendous ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
Assistant treasurer and minister for financial services Stephen Jones has told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... recognised professional status within the Australian financial advice sector. An academic article authored by financial adviser and researcher Ben Neilson noted that advisers have recently been regulated to reflect their professional status like other ...