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Showing 821 - 830 of 4744 results for "Financial advisers"

Adviser PI premiums up 40%: APRA

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
The cost of professional indemnity insurance increased at least 40% for financial advisers since 2015, a new report from APRA shows. Reviewing claims trends and affordability of public liability and professional indemnity insurance in Australia, the ...

HUB24 strengthens education capabilities

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
In an aim to provide more educational resources for financial advisers, HUB24 has expanded its relationship with HR technology platform Striver. Since 2022, HUB24 has been providing Striver students and graduates with access to education on managed ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... expense, and exempting any that occurred before 2018-19, was not what was expected following consultation. Financial advisers will need to carefully consider the impact on any self-managed super fund clients who are affected," she said. "On both NALI ...

What you need to know about the 2023-24 budget

KARREN VERGARA  |  TUESDAY, 9 MAY 2023
... year's budget, including economically disadvantaged women, small businesses and the aged care sector. For financial advisers, the budget promised several measures that will make it easier and cheaper to run their businesses, starting with a tax incentive ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... Innova Asset Management appointed Laurence Gamboa to the role, as it looks to grow its profile among non-aligned financial advisers and dealer groups. He joins from Trilogy Funds where he was responsible for business development in New South Wales and ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... proposal, opened to consultation last month, seeks to clarify the educational requirements for experienced financial advisers and new entrants. Specifically, it states an adviser with 10 years of cumulative experience providing advice between 1 January ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... to 16,155. Only 93 advisers joined the industry within this timeframe. Over the 12-month period, a net 1447 financial advisers exited the sector. The number of aligned financial advisers fell by 12%, while the non-aligned segment fell by just 6%. Overall ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... year, will focus on providing accessible investment and superannuation portfolio solutions to better serve financial advisers and their clients. Superhero chief executive and co-founder John Winters said: "Our new platform will assist advisers in providing ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate business within the HUB24 group. The leadership team and branding will remain ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... the client," she said. "But this is not a retrograde step. A best interests duty will apply to professional financial advisers - this is what it was intended for." However, this particular recommendation will not and should not apply to an employee of ...