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Showing 1421 - 1430 of 10928 results for "Planning"

Latest adviser exams see 52% pass rate

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
Chant West has expanded its apple rating scale to investment platforms, launching today with ratings for five platforms. Previously used to assess super and pension funds, Chant West will now use the rating service to review the features, services and ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... involved." The group is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
A focus on providing 'good advice', the scrapping of general advice, and allowing superannuation funds to provide personal financial advice are just some of the proposed reforms contained in the Quality of Advice Review's consultation paper. ...

Hostplus expands Industry Fund Services mandate

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... Services (IFS) as its financial advice provider ahead of expanding its intra-fund and personal advice services. Hostplus is planning to roll out an updated financial advice and literacy model, including expanded intra-fund and comprehensive advice solutions ...

FICAP raises over $120k for charity

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... a good cause. McLaren said the event feedback had been extremely positive and would be taken into consideration when planning next year. FICAP's platinum sponsors for 2022 are BlackRock, Challenger, Count Charitable Foundation, MLC Asset Management ...

ASIC capability review released

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... Investments Commission (ASIC), and assessed the regulator's effectiveness and capability across strategic prioritisation, planning and decision-making as well as surveillance and licensing. It made four recommendations for ASIC and said, if implemented ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... products to 20. Mota explained the business is still determining where those cuts will be made. "We are in the process of planning for that simplification now, that's exactly what we're determining. I think that final state is really important ...

Link Group hires technology, marketing leads in super arm

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... technology strategy through pragmatic and analytic data-driven decisions. "Naidoo brings exceptional capabilities in planning, leading and executing digital transformation programs," Link Group said. "He champions innovation with a focus on developing ...