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Showing 811 - 820 of 5656 results for "Financial Adviser"

Younger Aussies want advice but don't know how to get it: CFS

CASSANDRA BALDINI  |  WEDNESDAY, 20 SEP 2023
Over half of Millennial and Gen Z Australians are keen to seek financial advice but the bulk of them don't know how to access it, a study from Colonial First State shows. According to research commissioned by CFS, 53% of under 40s are open to advice ...

Adviser registration deadline extended again

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
ASIC has again extended the date for financial advisers' registration requirements to 1 February 2024. Advisers previously had until October 1 to register on ASIC's Financial Advisers Register. The original deadline date was set for 1 January 2023. ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
Fintech Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
In response to the scarcity of risk advisers in the country, Risk Hub and LGF Financial Services (Loyalty) are collaborating on a pilot project aimed at addressing the issue. The pilot project, due to be rolled out in the coming months, will invite ...

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
Australians are pension-phase illiterate and blame the complex superannuation system for not understanding the basics about retirement, a new survey shows. A whopping 70% of 50-year-olds and over canvassed by AMP do not understand what an account-based ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
Financial advisers have more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
The latest sitting of the financial adviser exam returned a 73% pass rate. The August sitting saw 205 candidates attempt the exam. Of these, 150 passed. About 72% of the candidates were sitting the exam for the first time, ASIC said. The 150 candidates ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...