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| | ... in Adviser Online. The platform's updated account-level performance reporting functionality seeks to afford financial advisers access to insights that will "support investment recommendations and client advice". "Our latest release of account-level reporting ... |
| | | ... Australia's second-largest superannuation fund. Before arriving at Sunsuper, he served as chief executive of JANA Investment Advisers. Delaney thanked Watson for his significant contribution to the board and FEAL over 17 years "Paul has been a valued ... |
| | | ... statement reads. Treasury also proposes to remove the requirement that only provisional relevant providers and existing advisers can sit the exam. Doing so allows "flexibility and ensures candidates have timely access to the exam". "This change does ... |
| | | ... abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual Fee Disclosure Statement (FDS), a renewal notice, and a client fee consent form. While the FAAA said ... |
| | | ... time. 10) AMP loses BOLR changes class action (July 5) The Federal Court ruled in favour of the AMP Financial Planning advisers who saw the buy-back value of their businesses slashed by controversial changes to AMP's Buyer of Last Resort provisions ... |
| | | ... industry for retail advised policies by 1 July 2024. They are also developing guidance for life companies and financial advisers on disclosure and marketing materials that articulate the different premium types and when these might increase," the regulators ... |
| | | ... strategies. "Good old real estate and the strategies around property ownership will continue to be topical amongst financial advisers and their clients, going into 2024," said BT head of financial literacy and advocacy Bryan Ashenden. "Clients are discussing ... |
| | | ... complementary and contemporary investment options to its menu and is delighted to be able to provide more choice for advisers and their clients with these changes. It has also made several functionality enhancements including a workflow tracker, an adviser ... |
| | | ... FirstCape and its investment will be used to finance the payments to NAB and Jarden. The new firm will boast a total of 113 advisers, with NZ$29 billion of funds under administration (FUA) and NZ$15 billion of funds under management (FUM), which includes ... |
| | | AMP is reinventing the Jigsaw business to serve more self-licensed financial advisers. AMP has overhauled Jigsaw's offering, introducing an enhanced Essentials package. It already includes compliance support such as Responsible Manager training, education ... |
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