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| | | ... modernise the registration framework and/or address potential challenges. The consultation is open until August 7. Financial advisers who provide taxation advice no longer had to be registered with the TPB as of 1 January 2022. Allegro Funds acquired ... |
| | | | ... model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 and Netwealth platforms this month. It will complement SSGA's three existing risk-based portfolios - ... |
| | | | ... stability, regular income, and the familiarity of hybrid securities, which have historically been popular with financial advisers and their clients thanks to their quarterly income and franking credits." Global X chief executive Evan Metcalf said fixed ... |
| | | | Financial advisers are focused on helping their clients navigate superannuation contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical ... |
| | | | Financial advisers are helping drive the shift to passive funds as they choose exchange-traded funds (ETFs) over active, unlisted managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia ... |
| | | | ... with $1.8 billion in net inflows. "There's been a shift so far since the end of 2023 as investors and their financial advisers return to international and Australian equities as market sentiment improves. We expect this trend to continue to drive flows ... |
| | | | Financial advisers' remuneration has failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged ... |
| | | | MetLife introduced several changes to two products that are available through financial advisers. The changes that took effect on June 30 impact policyholders in MetLife Protect and MetLife Protect Super. MetLife Protect insures against death, trauma ... |
| | | | ... According to the ASIC FAR, Vee did not meet his CPD requirements in 2022. He was a member of the Association of Financial Advisers, it shows. ASIC determined he was not fit and proper, nor adequately trained and competent, to provide financial services. ... |
| | | | The heavy hand of the law and cost to run a profitable business are the two major worries of financial advisers, a new BT survey shows. Compliance burdens and constant legislative change are keeping financial advisers awake at night as 38% cited regulation ... |
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