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| | | ... 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 ... |
| | | | ... adviser will be issued with an exam eligibility number which must be used to book the exam. "To make sure new financial advisers are issued an exam eligibility number in time to book for an exam, their AFS licensee should apply for an exam eligibility ... |
| | | | ... promoting new partners. "This partnership increases our ability to attract and retain the next generation of financial advisers and business leaders. This is increasingly important given the current global skills shortage and war for talent," Roga explained. ... |
| | | | The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ... |
| | | | In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ... |
| | | | Appearing at the FPA Congress today, ASIC senior executive leader Leah Sciacca explained that all financial advisers will need to register with the ASIC Financial Services and Credit Panel, in addition to being registered on the Financial Advisers Register. ... |
| | | | ... it tax deductible," she said. Abood wrapped up by highlighting the proposed merger with the Association of Financial Advisers (AFA) and explained she has received "strong positive member feedback." "This proposal will go to a vote in late February 2023. ... |
| | | | ... onboarding, trading, insurance applications, advice execution, and client maintenance, as well as reporting by financial advisers, licensees, and their support teams. Colonial First State (CFS) and MetLife Australia have signed Memorandums of Understanding ... |
| | | | ... together and catch up with their mates." Awaiting the outcome of a proposed merger with the Association of Financial Advisers, Broome explained this year's event holds a certain significance. "It's the FPA's 30th anniversary and probably the last ... |
| | | | ... while she recognises adviser input and representation matters, she reminded the industry of her main role. "The financial advisers are providing advice, but my role is to work out how we can make advice more accessible and affordable," she said. "So ... |
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