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Showing 831 - 840 of 4657 results for "Financial Advisers"

FPA, AFA merger talks continue

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ...

PPS Mutual unveils new income protection product

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
... towards," he said. PPS Mutual's said its life insurance policies are available only through independent financial advisers and product eligibility is bound to 24 defined professional occupations. As only specific professionals are targeted, the cover ...

Lifespan welcomes markets veteran to investment committee

CHLOE WALKER  |  TUESDAY, 13 DEC 2022
... Lifespan Investment Committee researches, reviews and approves the products that are offered to the more than 250 financial advisers in the Lifespan advice community. It also manages the Lifespan MDA & Managed Portfolio Solution, as well as the six portfolios ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
... seeking professional advice. "The Association is very pleased to see such a prominent reference to the need for financial advisers to have specialist knowledge about SMSFs before providing advice and the important need for advisers to maintain this knowledge ...

PM Capital appoints distribution director

ELIZABETH FRY  |  FRIDAY, 9 DEC 2022
... Paul Moore, is a globally-focused fund manager that manages money on behalf of private clients, the clients of financial advisers and institutions.

Latest adviser exams see 57% pass rate

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... Just over half of the candidates who sat the November exam passed, revealed ASIC. ASIC released the 19th cycle Financial Advisers Exam results and said, of the 282 candidates who sat the test, only 161 (57%) were approved. It explained 57% sat the test ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

Household Capital acquires Pension Boost

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... for retirees looking to improve their retirement funding. The combined platform also enables superfunds and financial advisers to support their retiree members or clients," he explained. Rogan will join Household Capital's advisory board to share ...

Diverger acquires licensee support firm

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... or are looking to obtain their own licence. It currently works with 160 of Australia's licensees and their financial advisers. Its founder and owner Stewart Chandler said: "Our service offering has great synergy with Diverger in terms of offering advice ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... close to $2 trillion worth of assets to the next generation, equating to around 70% of their total assets. Financial advisers are the main port of call for inter-generational planning discussions, the most pertinent areas being tax optimisation and wealth ...