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Showing 441 - 450 of 4658 results for "financial advisers"

MetLife refreshes two products

KARREN VERGARA  |  WEDNESDAY, 10 JUL 2024
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 ...

Adviser permanently banned for faking qualifications

JAMIE WILLIAMSON  |  TUESDAY, 9 JUL 2024
... 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. ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
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 ...

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
ASIC's regulation activity for the 2024 financial year is expected to slug financial advisers $48.39 million collectively as the annual levy does not appear to be reducing. Licensees that provide personal advice to retail clients on relevant financial ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill aims to reduce red tape for financial advisers and improve access to advice for Australians. This includes new laws that consolidate administrative steps in obtaining ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... superannuation funds." The Delivering Better Financial Outcomes (DBFO) reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will be able to deliver limited advice. This cohort is expected to gain some level ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... of iExtend's offering, enabling iExtend to fully participate in the financial services market and to provide financial advisers with stronger support to help their clients with insurances that would otherwise be abandoned by them. Importantly, the AFSL ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... Bluepoint responsible manager Tony Bates a screenshot of the falsified exam statement. Bates then updated the Financial Advisers Register (FAR) to reflect a 'pass' result for Karamian. Karamian co-founded Bluepoint over 21 years ago, a self-licensed ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
ASIC is reprimanding AFS licensees (AFSL) for submitting inaccurate information about their financial advisers and will ramp up its enforcement from August. AFSLs are making numerous errors when it comes to providing data on the Financial Advisers Register ...