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Showing 221 - 230 of 1670 results for "Register"

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... their clients changes from "what if" into "what to do" which is much more meaningful." Advisers with a valid AFSL can register for access now.

Cash rate unchanged at 4.35%

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
The Reserve Bank of Australia (RBA) kept the cash rate unchanged at 4.35% on the back of positive inflation data in its first meeting for 2024. Despite inflation registering at 4.1% for the month of December, down from a peak of 7.8% one year prior ...

SMSF scammers charged with criminal offences

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
... Harnam, Terence Murphy, Johann Preller, and David Sidhu. ASIC has now placed them on its public banned and disqualified register. They are not eligible to reapply for registration. Murphy requested that his disqualification be reviewed by ASIC. ASIC ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
Active online investor numbers have continued to decline, albeit at a slower rate, according to an Investment Trends report. The report, which surveyed more than 15,000 retail investors and traders in Australia, revealed a contraction to 1.22 million ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ...

Perpetual weathers $4.3bn in outflows

ANDREW MCKEAN  |  MONDAY, 29 JAN 2024
Perpetual experienced $4.3 billion in net outflows, but its total assets under management (AUM) rose 1% to $213.9 billion, buoyed by positive market movements, as detailed in a second quarter FY24 business update. Perpetual chief executive Rob Adams ...

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
ASIC confirmed it is amending the financial adviser exam in accordance with the government's changes. Amendments to the exam were registered last week, following a consultation that wrapped up on January 10. ASIC has now also updated the relevant guidance. ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... The 4036 advisers who as of January 18 have outstanding registrations, according to ASIC, now have until February 16 to register. "Given that the period for registration has coincided with the summer holiday period, ASIC is providing AFS licensees an ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... retail clients from next month. This obligation is separate to the requirement to be listed on the Financial Advisers Register. While all advisers registered with the Tax Practitioners Board (TPB) as at 1 January 2022 and have no changed licensee are ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... tally of qualified professionals has decreased 1% year on year - a net loss of 214 advisers. Using ASIC Financial Adviser Register data, the analysis found that AMP Financial Planning still has the highest number of representatives with 477. It had 546 ...