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Showing 1271 - 1280 of 5660 results for "Financial adviser"

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
AMP awarded a technology mandate to a global provider in a bid to improve the efficiency of its North platform. SS&C Technologies forged the partnership with AMP to deliver digital and administrative capabilities, promising high levels of automation ...

ASIC sets adviser exam dates

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
ASIC has set the final three sitting dates for the financial adviser exam in 2022. Following the first round of exams that took place in February, ASIC announced new sitting dates yesterday. Enrolments for the May sitting open on April 4 and close on ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
While the proportion of women investing is picking up the pace, the number of female investors still lags behind men - but financial advisers can help. At an International Women's Day event today, BT head of risk strategies and research Kirsty Wymer ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
The Quality of Advice Review should take precedence over other proposed regulatory changes as financial advisers should not be encumbered by two sets of major reforms in a short period of time. This is according to The Advisers Association, which is ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
SWU Group has partnered with OpenInvest to make high quality investment products and services more readily available. The online investing solution, called SWU Online Invest, is being delivered via a partnership with Melbourne-based fintech investment ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put ...

Women's life choices constrained by money stress: Fidelity

ELIZABETH MCARTHUR  |  THURSDAY, 3 MAR 2022
... financial stress has, or is, impacting on their health. "While two in three pre-retiree women want to work with a financial adviser, only one in 10 wants a professional to take care of everything for them. Instead, a significant majority (almost three ...

FPA pushes for advice law simplification

KARREN VERGARA  |  WEDNESDAY, 2 MAR 2022
Heavy-handed regulations puts financial advisers at significant risk of breaching the law, according to the Financial Planning Association of Australia, which is urging the government to strip out layers of complexity in the latest round of reforms. ...

ASIC consults on FSCP sittings

KARREN VERGARA  |  TUESDAY, 1 MAR 2022
... ASIC is seeking feedback on how and when the Financial Services and Credit Panel should convene when addressing financial adviser misconduct. Under the newly released Consultation Paper 359 Update to RG 263 Financial Services and Credit Panel, the corporate ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
To meet increasing client demand for values aligned investing, Implemented Portfolios has released a new range of ESG model portfolios for advisers and investors alike. The ESG Aware Model Portfolios are a suite of investment options comprising ETFs ...