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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... Paul Moore, is a globally-focused fund manager that manages money on behalf of private clients, the clients of financial advisers and institutions. |
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