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Showing 581 - 590 of 5655 results for "Financial Adviser"

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN  |  WEDNESDAY, 26 JUN 2024
... next week, AFS licensees must notify ASIC by lodging a notice when they receive a written declaration from a financial adviser eligible for the experienced provider pathway. Under the new regulation, AFS licensees have 30 business days to notify ASIC ...

Nominations open for FS Power50

STAFF WRITER  |  TUESDAY, 25 JUN 2024
... stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until Friday, August 2.

Financial advice profession 'lacks consistent protocols'

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
The financial advice profession "lacks consistent protocols" for handling suspected financial abuse and there are insufficient whistleblower protections, according to the Financial Advice Association Australia (FAAA). In its submission to the Parliamentary ...

Inflation weighing on next generation of retirees

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... financial advice, it can't yet provide anywhere near the level of complexity and personalised advice of a good financial adviser, reinforcing the crucial role advisers still play for Gen X."

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
Most financial advisers are happy with the success and profitability of their businesses, rating their satisfaction 3.6 out of five, new research shows. The 171 advice practices canvassed by Elixir Consulting and Colonial First State recorded earnings ...

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
The rapid expansion of artificial intelligence (AI) applications in the financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
... will play in most people's retirement." The research also highlighted the impact of planning and access to a financial adviser on retirement confidence. According to the survey, Australians with a financial adviser have a much better chance at a successful ...

Temasek invests $300m in Betashares

KARREN VERGARA  |  MONDAY, 17 JUN 2024
The Singapore government's Temasek Holdings will become part owner of Betashares, injecting $300 million into the exchange-traded fund (ETF) provider. The $38 billion Betashares said it entered into a binding agreement with Temasek in a bid to accelerate ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
The Financial Advice Association Australia and members say the super lobby group should formally apologise for its recent remarks about "dodgy financial advisers." Earlier this week, the Super Members Council (SMC) renewed calls for anti-hawking legislation ...