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Showing 1251 - 1260 of 9814 results for "Advisers"

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
ASIC has again extended the date for financial advisers' registration requirements to 1 February 2024. Advisers previously had until October 1 to register on ASIC's Financial Advisers Register. The original deadline date was set for 1 January 2023. ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the financial services ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks and eliminate manual data re-entry. iFactFind co-founder Paul Moran said the integration ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
In response to the scarcity of risk advisers in the country, Risk Hub and LGF Financial Services (Loyalty) are collaborating on a pilot project aimed at addressing the issue. The pilot project, due to be rolled out in the coming months, will invite ...

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... predictable, people find it difficult to plan for," the Retire with confidence whitepaper reads. Many clients of financial advisers put off thinking about aged care until the need for it emerges suddenly, through illness, incapacity, injury, or the death ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What we've observed ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... they prefer to only seek advice when they need it; can manage their own financial affairs; and lack of confidence in advisers' expertise. "There remains demand for several key advice areas among HNWIs - including inheritance and estate planning, strategies ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... Perth-headquartered advice firm plans to aggressively expand in the near term as it reaches 47 staff in total. It currently has two advisers based in Sydney and soon plans to set up shop in Brisbane and Melbourne. In August, TWD enlisted Patrick Canion ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
Financial advisers have more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
... were sitting the exam for the first time, ASIC said. The 150 candidates who passed in August brings the total number of advisers to pass the exam since its first sitting back in June 2019 to 19,172 - 92% of those who have attempted it. The next exam ...