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Showing 1561 - 1570 of 9816 results for "Advisers"

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... workflow processes and selecting and maintaining technology. "The picture we get from firms we survey is that years of advisers working on the business, as opposed to in the business, is finally starting to bear fruit," Krieger said. "There's definitely ...

Diverger acquires cyber technology firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... and to do that, we must forecast and deliver the services they need to grow and protect their businesses," he said. "Advisers and accountants are actively talking to us about these issues in an ever-changing environment, so it is important we fill this ...

ASIC commissioner to join Vanguard

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
... platform for investors to invest directly with Vanguard, we have progressed in our goal of providing Australians, and the advisers that serve them, with a high value offer that supports their financial goals both inside and outside of super," Vanguard ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
The number of financial advisers is now at its lowest in almost two decades, analysis shows. According to Rainmaker Information's breakdown of the ASIC Financial Adviser Register, a net 3250 (17.3%) financial advisers exited the sector last year ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... fragmented and ripe for disruption. "Wealth management in the US today is fragmented across multiple retirement plan advisers for plan sponsors and retail advisors for participants. This sector is ripe for disruption," Pilger said. "The phenomenon of ...

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
It's no secret that Australia has a shrinking pool of financial advisers but 2023 could be a lucrative year for those left in the game. According to Kaizen Recruitment, adviser salary guides have increased year on year by around 16%. "A senior adviser ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... gold, silver and bronze medals. The aim, Morningstar says, is to provide a single, forward-looking rating for financial advisers, AFSLs and investors to use. The methodology behind a rating will not change, with the three pillars of People, Process and ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
ASIC has clarified that the Centrelink Home Equity Access Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the ...

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 ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... widening. "Managed account separately managed portfolios are growing more rapidly because they are easier for financial advisers and investment managers to work with than managed discretionary accounts which can require special extra licensing," Dunnin ...