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Showing 851 - 860 of 4658 results for "Financial Advisers"

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Speaking to Financial Standard for an upcoming ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced new product ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... do their own research. Feeling they don't have sufficient assets to justify professional advice and that financial advisers were too expensive were the main reasons cited. Adding to this, the majority (29%) of all respondents were only willing to ...

TAL launches Professional Year platform

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial advisers and new entrants to review and manage their Professional Year details. Through the digital hub, Professional Year candidates ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... planners to leave the profession," the FPA said. "This is also reflected by an approximate 14.4% reduction in financial advisers listed on ASIC's Financial Adviser Register (FAR) during 2021/22." On an annual basis there were membership declines ...

Financial adviser registration delayed

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... (Hayne Royal Commission response - Better Advice) Act 2021 introduced a central registration requirement for financial advisers, in line with recommendation 2.10 of the Financial Services Royal Commission. Treasury said this change was made to give full ...

Super education is professional development: ART

STAFF WRITER  |  WEDNESDAY, 2 NOV 2022
... employers and found many believe super funds should be offering direct support to employers, including providing financial advisers to host education sessions with employees. One participant said this should also be done while employees are on the clock ...

FPA welcomes new board members

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... advice director for NSW at ANZ, and for the last nine months was the NSW Gen Next chair at the Association of Financial Advisers. The appointments follow the expiry of previous members Alison Henderson, who served two terms and is ineligible to stand ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... with Scientiam, leverages DASH's digital Statement of Advice (SoA) tool. It is exclusively offered through financial advisers and requires users to submit an adviser code when registering. According to Scientiam founder Nigel Baker, too many clients ...