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| | | The proportion of candidates who passed the latest Financial Advisers Exam remains relatively steady at 63%. Of the 195 candidates who sat the May exam, 122 or 63% passed. This is in line with the February exam, which had similar results of 195 candidates ... |
| | | | ... unsung structural aspects of ETFs. It's no secret ETFs have experienced growing popularity, especially among financial advisers. The adoption of ETFs by financial advisers has grown significantly, with 62% of advisers having used ETFs and intend ... |
| | | | ... themselves are actually more concerned with the $3 million cap proposal." The report also revealed the proportion of financial advisers providing SMSF advice continues to rise. It now sits at 79%, up from 74% in 2022 and 72% in 2021. What's more, two ... |
| | | | ... Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about maximising ... |
| | | | ... distribution Ravi Verma commented that the platform is proud of the partnership, given the shrinking pool of financial advisers in Australia. "The rules around personal advice and the loss of advisers across the industry mean that firms wanting to reach ... |
| | | | ... that's effectively what our start date is," he explained. Initially, it will offer the three funds to support financial advisers who want to reduce the cost of advice. It will do this by providing access to "a single fund that has the intellectual ... |
| | | | ... insurers and fund managers were criticised by a broad range of stakeholders, including academics and independent financial advisers. The government has not accepted any of those recommendations at this stage," CHOICE chief executive Alan Kirkland said. ... |
| | | | ... of QAR chair Michelle Levy's recommendations either fully or in principle. Eliminating many bugbears for financial advisers, the Safe Harbour Steps will be removed from the Best Interest Duty. Consultations remain so as to determine the implementation ... |
| | | | ... with the fund, previously Sunsuper, for eight years, and also previously held roles with the Association of Financial Advisers, ING Australia and Bankers Trust. Finally, Anne Fuchs has been named executive general manager of advice, guidance and education. ... |
| | | | Regtech provider for financial advisers Fourth Line has acquired the intellectual property of defunct startup TIQK. The assets include artificial intelligence and natural language processing technology. Fourth Line chief executive Joel Ronchi said that ... |
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