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Showing 1781 - 1790 of 9816 results for "Advisers"

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
AMP has called for the federal government to review life insurance model fees and caps placed on financial advisers, warning the current climate will lead to an underinsured population. The wealth manager picked at old wounds in its submission to the ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
SMSF advisers are calling for more educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... of ClearView Advice, which has consolidated a financially stable licensee with strong recurring revenue, high quality advisers and industry leading services to these advisers," it said. It added that it continues to advance its own pipeline of strategic ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
Almost half of all financial advisers are now providing ESG investment advice, according to a new report. This is a key finding of new research from Australian Ethical and Investment Trends and shows a significant increase from 2016 when just one in ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... impact on the offer price. If successful, Diverger's financial adviser network balloon; Centrepoint's comprises about 1200 advisers, including some that are self-licensed. Combined, the two firms service more than 1400.

Government commits to Quality of Advice Review in current form

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... reduce cost and remove duplication." He added that he remains "committed to looking at reforms now to assist financial advisers in being able to meet the needs of their clients", including education requirements for experienced advisers. "I am pleased ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... are protected and advanced." "Changes to the regulatory environment should recognise the professionalism of financial advisers and enhance the reputation of the profession as a whole. "Regulatory certainty needs to be introduced and duplication removed ...

May exam sees 43% pass rate

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
Less than half of the financial advisers who sat the exam in May have passed, results show. The May sittings represented the 17 th since the introduction of the exam and saw 496 advisers attempt it; 72.2% of which were resitting the exam for at least ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have used their submissions to the Quality of Advice Review to call for regulatory certainty. Releasing their submissions yesterday, both industry ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... to come," he said. "Ords has a long history of assisting our clients build and manage their wealth, and our financial advisers in our Perth office are experienced and well qualified to continue this tradition." In addition to its existing Perth team ...