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Showing 141 - 150 of 458 results for "Pathway"

Rest calls for advice reforms, extending SG

ELIZA BAVIN  |  FRIDAY, 31 JAN 2025
... affordable, accessible, clear and easy-to-understand financial advice to our members," Doyle said. "These reforms can provide a pathway for super funds to cost-effectively increase the scope and reach of financial advice, while also maintaining strong ...

Salter Brothers secures green loan for luxury retreat

ROSE MARY PETRASS  |  FRIDAY, 24 JAN 2025
Alternative investments manager Salter Brothers has secured a sustainability-linked loan from the Commonwealth Bank (CBA) for an undisclosed sum. The funding will be put towards expanding Salter Brothers' luxury retreat portfolio. Interest rates will ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... deadline approached for existing advisers to complete the degree education standard and those who met the experienced adviser pathway discontinued their education plans." In 2023, the advice profession welcomed just over 300 new entrants as it struggles ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
AMP has finalised its divestment of three licensees and support service business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
The financial advice industry has finally earned "profession" status and has the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice ...

Super funds set renewables targets

ELIZA BAVIN  |  MONDAY, 25 NOV 2024
... Working Group to consider ASFA'S Toward an energy transition accord, which set out five recommendations to create a clear pathway to help unlock investment with appropriate risk-adjusted returns for institutional investors. "ASFA knows that if we get ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... policies, making it easier for Australian CFP professionals to seek certification in India. Likewise, the agreement creates a pathway for Indian CFP aspirants to gain Australian financial planning qualifications, including units of study that meet local ...

Shifting retirement intentions require super rule change: ASFA

MATTHEW WAI  |  TUESDAY, 22 OCT 2024
... Superannuation Funds of Australia (ASFA) surveyed 1500 Australians across varying age groups and found there is "no typical pathway" to retirement, with many intending on working past the age of 65. However, ASFA chief executive Mary Delahunty said this ...

Government consults on laxing legacy super product rules

ANDREW MCKEAN  |  WEDNESDAY, 18 SEP 2024
The government is consulting on new regulations to relax restrictions on legacy superannuation products which would allow individuals to exit unsuitable products and remove barriers to closing legacy funds. The purpose of the draft Treasury Laws Amendment ...