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Showing 21 - 30 of 1638 results for %22The Advisers Association%22

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
... growth in ethical and responsible investing via ETFs is an ongoing trend that is driven by investors and their financial advisers seeking to meet their complementary goals of aligning their portfolios with their values and long-term wealth creation. ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... financial adviser registration deadline in fear that many relevant providers will not make the February 1 cut off. The 4036 advisers who as of January 18 have outstanding registrations, according to ASIC, now have until February 16 to register. "Given ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... February 1 deadline fast approaching, the Financial Advice Association Australia (FAAA) says there's close to 6000 financial advisers who are still not registered with ASIC. Under the Financial Sector Reform (Hayne Royal Commission Response - Better ...

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
The financial advice industry started the new year with 15,650 advisers, holding relatively steady compared to this time last year. Rainmaker Information's tally of qualified professionals has decreased 1% year on year - a net loss of 214 advisers. ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
The Financial Advice Association Australia (FAAA) expects a year of positive change, including cutting costs for advisers, greater engagement with consumers, and rising adviser numbers. Outlining its priorities and expectations for 2024, the FAAA has ...

FEAL board welcomes Ian Patrick

ELIZABETH FRY  |  TUESDAY, 19 DEC 2023
... 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 ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... 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 ...

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... charged because of the Sole Purpose Test. And these people could become, over time, the next generation of financial advisers and planners," Abood said. "However, in this latest proposal, these 'qualified advisers' will provide something that ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... the initial outcome of the case, in which AMP lost before lodging an appeal in September. At the time, The Advisers Association chief executive Neil Macdonald said that, "in the interests of AMP, its shareholders, and past and current AMP-licensed members ...

Key advice reforms still coming, Jones promises

JAMIE WILLIAMSON  |  WEDNESDAY, 22 NOV 2023
... He went on to say that to further improve the sustainability of the sector more needs to be done to encourage more new advisers into the industry, saying "the legacy of FASEA looms large" and current pathways require more flexibility and need to better ...