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Showing 1291 - 1300 of 10928 results for "Planning"

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ...

BlackRock appoints APAC head of wealth

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
... time at the firm, particularly in his capacity as a member of the global strategy team and as global head of financial planning and analysis. Commenting on his appointment, Raby said he is honored to have the opportunity to lead the firm's wealth business. ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ...

Westpac settles BT Super class action

CASSANDRA BALDINI  |  MONDAY, 19 DEC 2022
Westpac has reached a $29.95 million settlement in a class action relating to the bank's subsidiaries, BT Funds Management Limited and Westpac Life Insurance Services Limited. Tens of thousands of Australians may receive compensation following the ...

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

Latest adviser exams see 57% pass rate

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
Just over half of the candidates who sat the November exam passed, revealed ASIC. ASIC released the 19th cycle Financial Advisers Exam results and said, of the 282 candidates who sat the test, only 161 (57%) were approved. It explained 57% sat the test ...

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
... advisers' ASIC-recognised qualifications shows 82% of advisers' tertiary qualifications specifically relate to financial planning, such as the Diploma in Financial Planning or its equivalent which is held by two-thirds of advisers. Further, 27% of advisers ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... capabilities to allow them to manage portfolios centrally and efficiently." A spokesperson for the investment manager said the planning for the migration of the exiting FirstWrap and white label wrap members to CFS Edge is underway.

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... generation, equating to around 70% of their total assets. Financial advisers are the main port of call for inter-generational planning discussions, the most pertinent areas being tax optimisation and wealth preservation. Guiamatsia added: "This annual ...