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Showing 891 - 900 of 4742 results for "Financial advisers"

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... improvements, only a third of retirees will receive financial advice in the next decade. Further, the number of financial advisers in Australia has declined from 26,500 to 16,671 from 2019 to 2022, according to research from Rainmaker Information, noted ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
... time of the conduct, Wertheimer was not licensed to provide financial advice. He had been licensed by Dover Financial Advisers until it closed down in July 2018, at which time Picture Wealth was appointed to service his clients. Wertheimer was sentenced ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... industry," the FPA said. It highlighted that, based on information included in the Treasury Proposal Paper, financial advisers would be responsible for more than 75% of the cost of the scheme which would include the establishment, administration and ...

NEOS Life expands in South Australia

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2023
... is required to meet growing demand for its solutions. "To date, NEOS has built relationships with over 4500 financial advisers around Australia and helped protect thousands of Australian families. We're therefore excited to invest more time and resources ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
Financial advisers need a balanced regulatory framework, says Michelle Levy, lead of the government's Quality of Advice Review (QAR). At an event hosted by PritchittBland, Levy said almost all stakeholders are unhappy with the current system; financial ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. Members of both associations ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... business update on financial advice, Insignia said it maintained active advice service relationships with 1525 financial advisers as of the end of the quarter. The represents a decrease of 45 advisers over the quarter, mostly from the self-advised channel. ...

Retirees feel the brunt of inflation: Challenger

CHLOE WALKER  |  TUESDAY, 24 JAN 2023
... choices, says Challenger. A new report, entitled Innovations to manage inflation risks, highlights the need for financial advisers to consider the impacts of rising inflation as they explore retirement income solutions for their clients. Challenger said ...

Generation Development Group inflows decline, FUM increases

ANDREW MCKEAN  |  TUESDAY, 24 JAN 2023
... investment bond, expand investment options and tax optimised investment strategies. "The new PDS will give financial advisers and their clients additional strategies and benefits for their investment bond," Hackett said.