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Showing 911 - 920 of 4742 results for "Financial advisers"

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... gold, silver and bronze medals. The aim, Morningstar says, is to provide a single, forward-looking rating for financial advisers, AFSLs and investors to use. The methodology behind a rating will not change, with the three pillars of People, Process and ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... these debts aren't considered 'credit contracts' under the National Credit Act," ASIC stated. "We consider that financial advisers can advise on the Scheme without requiring an Australian Credit Licence (ACL), notwithstanding their functional equivalence ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
From February 1, ASIC's Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... widening. "Managed account separately managed portfolios are growing more rapidly because they are easier for financial advisers and investment managers to work with than managed discretionary accounts which can require special extra licensing," Dunnin ...

ETF sentiment continues to grow: BetaShares

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... cost and diversification within their portfolio. "With these matters front of mind for investors and their financial advisers, we expect further growth in the adoption of ETFs next year," he said. "As a result, we expect net flows from investors to exceed ...

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.