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Showing 41 - 50 of 116 results for "Financial professionals"

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look positive, rising interest rates are the top concern ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
... can extend the deadline if the circumstances allow us to do it." The Association of Independently Owned Financial Professionals executive director Peter Johnston is urging affected student members to "not commit to any additional studies to satisfy FASEA ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... and Financial Advisers Association, Institute of Public Accountants, Association of Independently Owned Financial Professionals and National Tax Agents Association. Yet these associations respectively had a minority of adviser members of 7% or less. ...

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... received a mixed reception from the financial advice industry. The Association of Independently Owned Financial Professionals executive director Peter Johnston called out Levy's lack of experience in financial advice and Senator Jane Hume's failure ...

HUB24 completes Class acquisition

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... continuing to innovate and deliver products and solutions that add value and solve key challenges for financial professionals and their clients."

AIOFP blasts 'elitist' young advisers

ELIZABETH MCARTHUR  |  MONDAY, 13 DEC 2021
The Association of Independently Owned Financial Professionals (AIOFP) has criticised 'elitist young financial advisers' for opposing Labor's suggestion older financial advisers shouldn't have to complete a university degree. Last week at the AIOFP's ...

HUB24 to acquire Class

JAMIE WILLIAMSON  |  MONDAY, 18 OCT 2021
... empower better financial futures for Australians and provide a unique range of products and services for financial professionals and their clients," he said. The transaction is subject to relevant regulatory approvals.

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial professionals. Since the beginning of 2021, myprosperity said platform has seen more than a 100% increase in logins with more accountants ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
... maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive Stephen Glenfield confirmed advisers who sit the exam in January or March can have up to three ...

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
The Association of Independently Owned Financial Professionals (AIOFP) has formed a strategic alliance with Tax & Super Australia (TSA) in a bid to have a louder voice when lobbying for the industry. The alliance will have a membership base of 10,000 ...