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Showing 911 - 920 of 4659 results for "FINANCIAL ADVISERS"

Adviser exits fuel salary increases

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Ongoing uncertainty and a shrinking talent pool is driving significant salary increases for financial advisers. That's according to a recent salary guide from financial services specialist Kaizen Recruitment, saying it's seen substantial increases in ...

AFA, FPA to explore merger

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
The Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have signed a Memorandum of Understanding to consider a merger. The aim, they say, is to create a united voice for the financial advice sector. The associations ...

Latest adviser exams see 52% pass rate

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2022
Just over half of the candidates for the July and August sittings of the Financial Advisers Exam - the final opportunities for existing advisers to pass - have been successful. In total, 628 advisers sat the exam in July and August. Of these, 76% were ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... funds, Chant West will now use the rating service to review the features, services and investments provided to financial advisers and their clients by platforms. Chant West general manager Ian Fryer explained the decision was made in response to market ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... range of issues involved." The group is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... Planning Association of Australia calling for the freeze on the ASIC adviser levy, fearing the fees paid by financial advisers could increase substantially. An ongoing criticism of the levy has been that all advisers are footing the bill for the institutions' ...

ASIC highlights strategic priorities

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
... operationalise the FSCP, ensuring its efficient and effective operation as the single disciplinary body for financial advisers," it said. It also said it is focused on reducing the risk of harm to consumers of financial and credit products, caused by ...

What's missing for advisers: Atchison Consultants

ANDREW MCKEAN  |  MONDAY, 22 AUG 2022
According to Atchison Consultants principal Kevin Toohey, financial advisers have a unique challenge in applying a passive, broad-based approach to constructing the defensive part of a client's portfolio. Referring to the composition of the Bloomberg ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... end and modern medicine finds cures for pandemics," executive chair Indy Singh said. "Our expanded network of financial advisers is expected to deliver funds flows that exceed our recent record-breaking year. Significant effort is being directed to distribution ...