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Showing 51 - 60 of 1136 results for %22Adviser education%22

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
... difference to the lives of people who have a low level of financial literacy or little access to financial literacy education." "We're in a unique position to shift perceptions and reframe society's view of money to be well beyond just the fortunate ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... June, ART appointed a new chief member officer, chief of staff and executive general manager of advice, guidance and education.

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... consideration for advisers is ensuring professional standards are also met. "If they (advisers) haven't yet met their education pathways, they have until January 2026 to do that. That's the last piece in the puzzle for professional standards ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... sophisticated client (accepted in principle as per Recommendation 11). More details about the replacement SoA and the Financial Adviser Code of Ethics will be released in due course. As for conflicted remuneration, Jones accepted many components of Recommendation ...

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... advice, guidance and education. ART said this is a reflection of its "ongoing strategic commitment to the external financial adviser market." "The role will be responsible for championing financial advice across ART, seeking to influence and shape the ...

MAX Awards recognises best of the best

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... Marketing Team of the Year category. Betashares also bagged two awards, with executive director of institutional business and adviser services Vinnie Wadhera winning the Executive of the Year - Distribution category. The exchange-traded fund specialist ...

Experience pathway could create two adviser tiers

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... they are likely scratching their heads as to why there has so far been such a one-size-fits-all approach to adviser education," he said.

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... He also focuses on supporting advisers by way of helping provide practice development, and regulatory and technical education events. Brown succeeds Chris Mather, who spent about 15 years at BT, to join Colonial First State. During his tenure, he led ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... advice gap, which according to Investment Trends affects 12.4 million Australians thanks to the steep cost of hiring an adviser, calculated at $2070 on average just for limited advice. The advice gap is widest among adults aged 18-34. It is precisely ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
As adviser numbers drop below 16,000, the Financial Advice Association Australia (FAAA) is ramping up its initiatives to curb the attrition rate and meet the soaring demand for advice. The FAAA's chief executive Sarah Abood, who spoke at the newly merged ...