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Showing 821 - 830 of 4658 results for "FINANCIAL ADVISERS"

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client facing or sales roles, preferring ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... receiving financial advice. Most pre-retirees who've never received financial advice are also open to it. Financial advisers are the preferred choice for individuals seeking professional advice. The survey found that more than twice the number of ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... of advisers using the platform increased to 3,392, up 8.5% from the previous corresponding period. Regarding financial advisers, HUB24 said that its enhanced model portfolio functionality to improve advisers' ability to manage assets and can create ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... Social security measures relating to the Age Pension are among the most popular regulatory topics for Australian financial advisers, based on the questions they're asking BT's technical team. According to BT, the $4000 increase to the work bonus for ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
The number of financial advisers is now at its lowest in almost two decades, analysis shows. According to Rainmaker Information's breakdown of the ASIC Financial Adviser Register, a net 3250 (17.3%) financial advisers exited the sector last year ...

Adviser salaries to jump in 2023: Experts

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
It's no secret that Australia has a shrinking pool of financial advisers but 2023 could be a lucrative year for those left in the game. According to Kaizen Recruitment, adviser salary guides have increased year on year by around 16%. "A senior adviser ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... gold, silver and bronze medals. The aim, Morningstar says, is to provide a single, forward-looking rating for financial advisers, AFSLs and investors to use. The methodology behind a rating will not change, with the three pillars of People, Process and ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... these debts aren't considered 'credit contracts' under the National Credit Act," ASIC stated. "We consider that financial advisers can advise on the Scheme without requiring an Australian Credit Licence (ACL), notwithstanding their functional equivalence ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... widening. "Managed account separately managed portfolios are growing more rapidly because they are easier for financial advisers and investment managers to work with than managed discretionary accounts which can require special extra licensing," Dunnin ...