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Showing 1241 - 1250 of 4744 results for "Financial advisers"

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
... with $300 million in funds under management, $2 million in annual in-force life insurance premiums and six financial advisers. The stake includes a cash component and capital funding for growth and future acquisitions. The capital will be used as soon ...

FS Power50: Last day to vote

KARREN VERGARA  |  FRIDAY, 3 SEP 2021
Voting for the 2021 FS Power50, which recognises the most influential financial advisers in Australia, closes today. This year, Financial Standard received nearly 150 nominations. Your vote will help determine who will make this year's final 50. Financial ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... leadership skills, Easton Investments managing director Nathan Jacobsen said. "At Easton, we share an ambition with financial advisers and accountants to create positive industry change. Our shared goal is to solidify the position of financial advice ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
The financial adviser exam pass rate continues to dwindle as less than two-thirds of financial advisers passed the July exam sitting. The Financial Adviser Standards and Ethics Authority announced yesterday that 60% of the 1963 candidates passed the ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... program in 2018 with the acquisition of Wealth Today, which holds an AFSL and provides dealer group services to financial advisers such as licensing, risk management, education and training, technical support, and practice management and development ...

ASIC red tape unit welcomed

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... affordable personal advice and establish the Financial Services and Credit Panel as the single disciplinary body for financial advisers. ASIC also plans to up the ante over poor product governance and design to mitigate the risk of harm to consumers ...

Iress integrates DDO with Xplan

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process. Iress' DDO solution has three ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... seeking financial advice. The figures come from The Separation Guide, a service which brings together lawyers, financial advisers, psychologists and more to assist with divorce and separation. It revealed a 55% increase in requests for support to finance ...

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
The federal government has announced the ASIC levy paid by financial advisers will revert back to 2018/19 levels for the next two years, saving the sector at least $46 million. The levy will be restored to $1142 per adviser, as was charged in 2018/19 ...

ASIC outlines corporate plan

ANNABELLE DICKSON  |  THURSDAY, 26 AUG 2021
... affordable personal advice and establish the Financial Services and Credit Panel as the single disciplinary body for financial advisers. For the superannuation industry, ASIC is working on a new project to monitor the implementation of Your Future, Your ...