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Showing 921 - 930 of 9814 results for "Advisers"

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ...

First advice reform bill passes parliament

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill aims to reduce red tape for financial advisers and improve access to advice for Australians. This includes new laws that consolidate administrative steps in obtaining ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... superannuation funds." The Delivering Better Financial Outcomes (DBFO) reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will be able to deliver limited advice. This cohort is expected to gain some level ...

iExtend receives AFSL after lengthy wait

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... of iExtend's offering, enabling iExtend to fully participate in the financial services market and to provide financial advisers with stronger support to help their clients with insurances that would otherwise be abandoned by them. Importantly, the AFSL ...

Brighter Super launches Retire Easy Pension

JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUL 2024
... Flexible Bucket Strategy Pension. This product is designed to reduce longevity risk, and will offer members and their advisers greater flexibility, customisation and control over their investment selections, it explained. "Brighter Super is also committed ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... Bluepoint responsible manager Tony Bates a screenshot of the falsified exam statement. Bates then updated the Financial Advisers Register (FAR) to reflect a 'pass' result for Karamian. Karamian co-founded Bluepoint over 21 years ago, a self-licensed ...

Morningstar names new manager research lead

ELIZABETH FRY  |  TUESDAY, 2 JUL 2024
... Australia. Working with Morningstar's regional and wider global manager research teams, Matt and his team will support advisers, investors, and superannuation funds in providing them with independent research and investment insights," Morningstar's ...

ASIC calls out sloppy adviser data

KARREN VERGARA  |  MONDAY, 1 JUL 2024
ASIC is reprimanding AFS licensees (AFSL) for submitting inaccurate information about their financial advisers and will ramp up its enforcement from August. AFSLs are making numerous errors when it comes to providing data on the Financial Advisers Register ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
... software teams. This expansion has a "special emphasis" on enhancing the platform to meet the needs of "next generation" advisers. Last month, the firm appointed Jim Lim as its new chief technology officer. Lim is charged with accelerating DASH's development ...

New recruits top advice industry priority: FAAA

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
The industry is urgently prioritising the recruitment of new advisers as those who remain bear the brunt of paying heftier levies that aggravate the costs of running a business and puts financial advice further out of reach for Australians. The latest ...