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Showing 2921 - 2930 of 9818 results for "Advisers"

FASEA rethinks CPD, provides exam update

ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
FASEA and its exam provider ACER have offered an update on what financial advisers can expect from the FASEA exam amidst the COVID-19 pandemic - taking a wait and see approach. Meanwhile, financial advisers are also calling for FASEA to reconsider its ...

Industry funds a bright spot for advisers

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
More than 750 financial advisers have left the advice sector in the last three months, but industry superannuation funds are recruiting. In the three months to today, 757 financial advisers have dropped off the ASIC Financial Adviser Register. During ...

Zenith boosts Mosaic offering

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... Investment Partners has unveiled the latest major update to its flagship research portal Zenith Mosaic, allowing financial advisers to compare investment products side-by-side. Zenith has rolled out an update to Zenith Mosaic which enables the latest ...

ClearView restructures pricing as life sector struggles

HARRISON WORLEY  |  FRIDAY, 13 MAR 2020
... ClearView has continuously sought to minimise increases on parts of the inforce portfolio to support policyholders and advisers, the effects of last year's deferrals and rate change freezes mean some increases will now be substantial. "However, none ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
... arrangement. All IMB clients will transfer to Bridges, with their current arrangements and advice unchanged. All IMB financial advisers and staff will also transfer, and most advisers will retain the same clients. The sale will provide IMB clients with ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
New research shows financial advisers are struggling to make time for important aspects of the advice process, including cash management. Macquarie's newly released Cash flow management opportunity report shows 93% of advisers recognise the value of ...

MLC changes super fees, adds menu

KANIKA SOOD  |  WEDNESDAY, 11 MAR 2020
... wrapplatforms. "Our decision to reprice in January last year was the result of intent listening to our clients and their advisers who told us they wanted more cost-effective solutions for managing their investments. Today's announcement shows we ...

Lack of independence must be made clear: ASIC

ELIZA BAVIN  |  TUESDAY, 10 MAR 2020
Financial advisers will need to provide every retail client a written statement explaining "simply and concisely" why they are not independent, impartial and unbiased; if ASIC's draft recommendations for advice fees are adopted. The purpose, ASIC said ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
With ESG investing continuing to prove popular among investors, Praemium is taking steps to ensure financial advisers are able to meet demand. The platform has rolled out an "industry first" suite of ESG options, including new screening functionality ...

Banned advisers still working in advice: FPA

ELIZABETH MCARTHUR  |  MONDAY, 9 MAR 2020
The Financial Planning Association of Australia has revealed it is aware of banned financial advisers still working in the advice industry. As part of the government's proposed legislation to implement the recommendations from the Royal Commission ...