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Showing 11 - 20 of 25 results for "Qualified Advisers"

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... the needs of many and reaches more people. The reduction of red tape and the introduction of a new class of qualified advisers alongside professional financial advisers across all financial institutions, including superannuation funds, are the right ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... Advice Duty will be implemented. Under Recommendation 4, the Good Advice Duty applies to all relevant providers (qualified advisers) who provide personal advice and Non-Relevant Providers such as advice firms or financial institutions. Design and Distribution ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... and that's such an awful position to be in," Heffron said. "And yet we have all these amazing, capable, qualified advisers who could help these people but won't because the compliance burden is huge." "Unfortunately, it is the less financially ...

Partnership sees improved advice services

ELIZA BAVIN  |  MONDAY, 17 FEB 2020
... advice, and a retirement health check. "The partnership with Link Advice gives LGIAsuper access to a pool of qualified advisers and enables us to scale up our advice service as demand increases," Farrar said. Farrar said members could also access advice ...

CPA, CAANZ designations approved

KANIKA SOOD  |  THURSDAY, 18 JUL 2019
... part of their CPA coursework 1989 onwards will be able to get two credits. The subjects that could get CPA-qualified advisers one extra credit are: personal financial planning and superannuation, financial planning fundamentals, superannuation and retirement ...

Hiring outlook subdued: Poll

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... high demand during the first half of 2019," the report said. "Demand will naturally be focused on suitably qualified advisers who meet the new requirements. As the pool of such talent shrinks, salary pressure will become evident." This follows weak hiring ...

Advice jobs are coming: Recruiter

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... high demand during the first half of 2019," the report said. "Demand will naturally be focused on suitably qualified advisers who meet the new requirements. As the pool of such talent shrinks, salary pressure will become evident." But having a sales-driven ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
... customer files," ASIC said. CBA said it contacted more than 4300 customers to offer independent reviews from qualified advisers such as lawyers or accountants, in relation to the advice received. Licensees are reimbursing about $5000 (plus GST) in fees. ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... fees and compensate for losses. It will be chaired by an independent representative and will comprise highly qualified advisers and AMP chief customer officer Paul Sainsbury. The group will develop a broad-ranging ethics and responsible decision-making ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... exclusive interview. CBA will ask its advisers to hold tertiary qualifications: "we want to move to have degree qualified advisers and we'll need to have a transition period for that," Perkovic said. She added: "we will want our advisers to be part of ...

Editor's Choice

Ausfood Super appoints chief executive

ELIZABETH FRY
Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new CEO.

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA
The ASX said the outage from last month largely stemmed from the now-defunct mFunds and will subsequently credit participants $1 million to make amends.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA
Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Rest appoints first-ever chief of staff

ANDREW MCKEAN
Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff.

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