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Showing 121 - 130 of 4333 results for "Financial Advisers"

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill aims to reduce red tape for financial advisers and improve access to advice for Australians. This includes new laws that consolidate administrative steps in obtaining ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... superannuation funds." The Delivering Better Financial Outcomes (DBFO) reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will be able to deliver limited advice. This cohort is expected to gain some level ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... of iExtend's offering, enabling iExtend to fully participate in the financial services market and to provide financial advisers with stronger support to help their clients with insurances that would otherwise be abandoned by them. Importantly, the AFSL ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... Bluepoint responsible manager Tony Bates a screenshot of the falsified exam statement. Bates then updated the Financial Advisers Register (FAR) to reflect a 'pass' result for Karamian. Karamian co-founded Bluepoint over 21 years ago, a self-licensed ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
ASIC is reprimanding AFS licensees (AFSL) for submitting inaccurate information about their financial advisers and will ramp up its enforcement from August. AFSLs are making numerous errors when it comes to providing data on the Financial Advisers Register ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... raising professional standards. Why couldn't efficiencies be achieved through that?" Boosting the number of financial advisers in the profession as more exit is therefore critical. This is because those who remain will need to foot an even bigger ...

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN  |  WEDNESDAY, 26 JUN 2024
... declaration within the required timeframes may result in criminal and/or civil penalties. Since 21 September 2023, financial advisers who meet the criteria to access the experienced provider pathway have been able to rely upon the pathway as an alternative ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... industry-based activities, community-based projects and/or other initiatives designed to promote the important role financial advisers play in the country's socio-economic future. They can also be successful business owners, award winners, policy ...

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
... implementing these recommendations, the FAAA believes we can create a safer financial environment and empower financial advisers with the tools and support they need to protect their clients from financial abuse," FAAA chief executive Sarah Abood said. ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice offering to meet these changing needs. "After conversations with countless advisers and super funds ...