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| | | ... doing it has been there for a while, however in the last few years other pressures have existed in the financial advice profession; the reduction in adviser numbers was one of the factors that ultimately led us to this point," he explained. "The reality ... |
| | | | Voting for the 2022 FS Power50, which recognises the most influential financial advisers in Australia, closes today. This year, Financial Standard received 180 nominations. This was whittled down to a shortlist of 115. So far, the list has attracted ... |
| | | | George Lim and Angela Guan have joined the Franklin Templeton team, adding depth to the firm's analysis of fixed income markets. As a credit analyst, Lim will be responsible for researching corporate credit issuers across Australia and Asia Pacific. ... |
| | | | ... members of both associations and a merger of the FPA and AFA would create a single association which would speak for the profession," Sharpe said. "By creating a unified voice, the merged association would add clarity and power to the positions it takes ... |
| | | | Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ... |
| | | | ... head of product Andrew Zietara said the software provider is pleased to "roll out a solution that helps the advice profession showcase the value of advice while reducing upfront costs to deliver this advice." "At Midwinter we are continuously innovating ... |
| | | | UniSuper, Aware Super, Pinnacle Investment Management and TDM Growth Partners are the latest to sign up to the program founded by Yolanda Beattie in 2018. Future IM/Pact is a movement that recruits and fosters young women in Australia's investment sector. ... |
| | | | MobiSuper and its licensee will pay a $250,000 penalty for breaching superannuation advice laws while promoting the MobiSuper fund. MobiSuper and ZIB Financial will pay the combined penalty after the Federal Court found MobiSuper representatives had ... |
| | | | FICAP's annual fundraiser returned for the first time since 2019 last night, raising over $120,000 for SHINE for Kids and the Starlight Children's Foundation. Speaking at the event, FICAP chair Marnie McLaren said: "It's so exciting to see ... |
| | | | Having attributed its strong FY22 earnings to its recent acquisitions, Insignia Financial's Renato Mota is not ruling out future M&A opportunities to add scale. "We have undertaken two large acquisitions, I think that's provided us with tremendous ... |
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