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Showing 1701 - 1710 of 9816 results for "Advisers"

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Ongoing uncertainty and a shrinking talent pool is driving significant salary increases for financial advisers. That's according to a recent salary guide from financial services specialist Kaizen Recruitment, saying it's seen substantial increases in ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

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
... funds, Chant West will now use the rating service to review the features, services and investments provided to financial advisers and their clients by platforms. Chant West general manager Ian Fryer explained the decision was made in response to market ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... range of issues 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 ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... and Chapter 7's duty of priority. Levy said this would encourage better quality advice and provide consumers and advisers with clarity as to what they can expect and what's required of them. She went on to say the current best interests duty ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... remained "pretty stable" though conceded those numbers may drop again come October. "There is still a small cohort of advisers that are yet to pass the exam, so there is a chance that we may lose some if for whatever reason they don't pass..." he ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
... clients. Over the year the group saw its adviser numbers drop to 1600 from 1948. A breakdown revealed that self-licensed advisers dropped to 546 from 605, self-employed dropped to 798 from 1047 and employed fell from 256 to 296. Insignia said this was ...

Adviser standards consultation commences

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
... review of adviser professional standards with a consultation paper that outlines its proposed new pathway for experienced advisers. The government's position has been that a minimum of 10 years' experience and a clean record, in addition to passing ...