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Showing 521 - 530 of 3418 results for "Update"

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
The associations have combined to offer CFPs an express pathway for completing the SMSF Specialist Advisor designation. The express pathway will be available to FPA members holding the Certified Financial Planner (CFP) designation, who will be exempt ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning team would update client details on a PDF that would be distributed to clients, now a bot automatically completes and forwards the required ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... and shareholders, and ultimately improving the financial wellbeing of all Australians," he said. Meanwhile, in a business update on financial advice, Insignia said it maintained active advice service relationships with 1525 financial advisers as of the ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... (IPL). Over the year ending 31 December 2021, there was a 171% increase or $4.7 billion rise in Lonsec FUM. In a business update, Hackett announced that Generation Life will be issuing a new product disclosure statement (PDS) in the second half of the ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... help, guidance and advice for more Australians," Stewart said. "There are more plans to expand, and we will provide an update around May this year on that. We are building out our platform so members can interact and set their own goals and be able to ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
Social security measures relating to the Age Pension are among the most popular regulatory topics for Australian financial advisers, based on the questions they're asking BT's technical team. According to BT, the $4000 increase to the work bonus for ...

AvSuper provides merger update, drops admin fees

JAMIE WILLIAMSON  |  TUESDAY, 10 JAN 2023
... Following an Expressions of Interest process, AvSuper signed a Memorandum of Understanding with CSC in May 2022. In an update to members last month, AvSuper said due diligence on the merger is nearing completion. It said the next step is to seek government ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
... "Australian Financial Services (AFS) licensees who authorise financial advisers who are not taken to be QTRPs will need to update the FAR to record whether their financial advisers can provide tax (financial) advice services," ASIC warned. "If an adviser's ...