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Showing 921 - 930 of 4744 results for "Financial advisers"

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.

Latest adviser exams see 57% pass rate

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... Just over half of the candidates who sat the November exam passed, revealed ASIC. ASIC released the 19th cycle Financial Advisers Exam results and said, of the 282 candidates who sat the test, only 161 (57%) were approved. It explained 57% sat the test ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

Household Capital acquires Pension Boost

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... for retirees looking to improve their retirement funding. The combined platform also enables superfunds and financial advisers to support their retiree members or clients," he explained. Rogan will join Household Capital's advisory board to share ...

Diverger acquires licensee support firm

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... or are looking to obtain their own licence. It currently works with 160 of Australia's licensees and their financial advisers. Its founder and owner Stewart Chandler said: "Our service offering has great synergy with Diverger in terms of offering advice ...

HNWs recalibrate investment goals: Report

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... close to $2 trillion worth of assets to the next generation, equating to around 70% of their total assets. Financial advisers are the main port of call for inter-generational planning discussions, the most pertinent areas being tax optimisation and wealth ...

2023 adviser exam dates released

CHLOE WALKER  |  THURSDAY, 1 DEC 2022
... adviser will be issued with an exam eligibility number which must be used to book the exam. "To make sure new financial advisers are issued an exam eligibility number in time to book for an exam, their AFS licensee should apply for an exam eligibility ...

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... promoting new partners. "This partnership increases our ability to attract and retain the next generation of financial advisers and business leaders. This is increasingly important given the current global skills shortage and war for talent," Roga explained. ...

Code of Ethics must be fixed: Phil Anderson

CASSANDRA BALDINI  |  MONDAY, 28 NOV 2022
The Association of Financial Advisers (AFA) chief executive Phil Anderson said the Code of Ethics for financial advisers was not backed by industry during its 2019 implementation and remains the case now. The Code of Ethics, developed by the now dissolved ...