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Showing 1621 - 1630 of 9816 results for "Advisers"

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... planners to leave the profession," the FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed on ASIC's Financial Adviser Register (FAR) during 2021/22." On an annual basis there were membership declines ...

Financial adviser registration delayed

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... (Hayne Royal Commission response - Better Advice) Act 2021 introduced a central registration requirement for financial advisers, in line with recommendation 2.10 of the Financial Services Royal Commission. Treasury said this change was made to give full ...

QAR leaves insurance commissions alone

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2022
... unnecessarily complex and as a result, expensive for consumers and practitioners." "The industry has been haemorrhaging advisers for some time now, significantly reducing the advice capacity available to serve Australians. By maintaining commissions ...

Super education is professional development: ART

STAFF WRITER  |  WEDNESDAY, 2 NOV 2022
... employers and found many believe super funds should be offering direct support to employers, including providing financial advisers to host education sessions with employees. One participant said this should also be done while employees are on the clock ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... advice director for NSW at ANZ, and for the last nine months was the NSW Gen Next chair at the Association of Financial Advisers. The appointments follow the expiry of previous members Alison Henderson, who served two terms and is ineligible to stand ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
Scientiam has partnered with DASH Technology Group to launch a transition service that assists advisers in getting their C and D clients out of underperforming funds. The Scientiam Transition Service, available at no cost until the end of the year ...

North adds to investment menu

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... multi-asset strategies and solutions Katie Petering said that the firm delighted to be partnering with North to provide more advisers and clients with access to BlackRock's global investment capabilities and insights. "We've designed the iShares ...

ClearView abandons potential takeover transactions

ANDREW MCKEAN  |  WEDNESDAY, 2 NOV 2022
... month, ClearView expanded its distribution team, making three new hires and two promotions, to further support financial advisers. External hires, Alex Koodrin was appointed as ClearView's new national technical manager, Jeremy Anthony and Mathew Amanovich ...

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
... provides presents new opportunities that PAC has long been positioning itself for." PAC is now partnered with financial advisers across New South Wales, Victoria, Queensland and South Australia, he said. "The acquisition signifies PAC's intentions to ...