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Showing 401 - 410 of 4659 results for "financial advisers"

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... greenlighting the AMP Buyer of Last Resort (BOLR) lawsuit settlement amount, there is still a long way to go before financial advisers can have peace of mind with the payout process to potentially draw out to mid-2025. This is according to The Advisers ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... say staying disciplined and having robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... research. The wealth management and advice solutions technology provider's research, which was carried out with 120 financial advisers, found that knowing what approach to take for pension income - for instance, drawdown, annuity, or a blended strategy ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
... advice industry. "It is crucial that we understand why the fallout from this scandal has focused primarily on financial advisers while leaving the business leaders and their investment product, as well as broader systemic issues and the firm's questionable ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
SMSF Association, Deakin University, and AccountantsIQ have partnered to deliver two courses for financial advisers. Deakin University is offering Ethics for Financial Services (Intensive), a compulsory bridging unit with 30 CPD hours. It runs across ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... offering for advisers, and the backing of Nippon Life makes that offering even stronger." Griffin noted that financial advisers have long been vital for MLC Life. "An experienced industry leader like Gerard allows us to build on the improvements to our ...

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
... for its actions. Justice McElwaine approved the settlement amount AMP Financial Planning (AMPFP) must now pay financial advisers who saw the value of their practices deteriorate on the back of parent company AMP controversially changing its BOLR rules ...

Majority pass adviser exam

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
ASIC reported a 62% pass rate for the latest sitting of the Financial Advisers Exam. In the August cycle, 231 candidates sat the exam and 143 passed. Nearly three quarters (73%) sat the exam for the first time. The results were similar to the April ...

Advisers add 5.7% premium

KARREN VERGARA  |  WEDNESDAY, 4 SEP 2024
Financial advisers add 5.7% in value for client portfolios, a new study shows, down from 5.9% last year. Now in its seventh year, the Value of an Adviser Report by Russell Investments found financial advisers continue to deliver for clients, particularly ...