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Showing 1 - 10 of 4324 results for "Financial Advisers"

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... investors" in various URF products were Dixon Advisory clients, the ex-client was "amazed and appalled." "He assumed financial advisers across the country had recommended the URF and related products," Anderson said. Anderson also expressed an interest ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

Grant Hackett named chief executive of Generation Development Group

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... 2017." "Together we have ensured that Generation Life continues to grow for our shareholders, policy owners, and financial advisers. While I'm looking forward to stepping into my new role with the group, I know Generation Life will be in very good ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... of Bain Capital's investment committee. Insignia engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. Its shareholders aren't required to take any action in relation to the ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... new entrants as it struggles to stem the outflow of advisers since the Hayne Royal Commission. The number of financial advisers practising has plateaued to about 15,500 - which is about a 40% drop since 2018. "A loss of undergraduate programs directly ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... and sits on multiple boards and external advisory committees. Earlier, she held roles at the Association of Financial Advisers, Pinnacle Practice, ING Australia, and Bankers Trust. Last year, Fuchs stepped into the acting chief of retirement role while ...

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
... made a submission to the Senate Economics Committee inquiry into wealth management companies, highlighting financial advisers' concerns around the Compensation Scheme of Last Resort (CSLR). Specifically, the FAAA highlighted "deep flaws" surrounding ...

Treasury reappoints 24 members to FSCP

ELIZA BAVIN  |  MONDAY, 9 DEC 2024
... FSCP within the Australian Securities and Investments Commission (ASIC) as the single disciplinary body for financial advisers from 1 January 2022. ASIC is responsible for convening individual panels to consider disciplinary matters. Each panel must ...

Adviser exam pass rate improves

MATTHEW WAI  |  MONDAY, 9 DEC 2024
... the 289 candidates who attempted the latest exam sitting, close to 80% passed. The most recent sitting of the Financial Advisers Exam took place on November 6, with 225 out of 289 candidates passing. It represents a pass rate of 77% and is a significant ...
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