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| | | In offering an update on the proposed merger with the Association of Financial Advisers (AFA), Financial Planning Association of Australia (FPA) chair David Sharpe said he is hoping to have the full support of members and, despite speculation, a new ... |
| | | | Appearing at the FPA Congress today, ASIC senior executive leader Leah Sciacca explained that all financial advisers will need to register with the ASIC Financial Services and Credit Panel, in addition to being registered on the Financial Advisers Register. ... |
| | | | ... it tax deductible," she said. Abood wrapped up by highlighting the proposed merger with the Association of Financial Advisers (AFA) and explained she has received "strong positive member feedback." "This proposal will go to a vote in late February 2023. ... |
| | | | ... onboarding, trading, insurance applications, advice execution, and client maintenance, as well as reporting by financial advisers, licensees, and their support teams. Colonial First State (CFS) and MetLife Australia have signed Memorandums of Understanding ... |
| | | | ... together and catch up with their mates." Awaiting the outcome of a proposed merger with the Association of Financial Advisers, Broome explained this year's event holds a certain significance. "It's the FPA's 30th anniversary and probably the last ... |
| | | | ... while she recognises adviser input and representation matters, she reminded the industry of her main role. "The financial advisers are providing advice, but my role is to work out how we can make advice more accessible and affordable," she said. "So ... |
| | | | Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Speaking to Financial Standard for an upcoming ... |
| | | | ... Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced new product ... |
| | | | ... do their own research. Feeling they don't have sufficient assets to justify professional advice and that financial advisers were too expensive were the main reasons cited. Adding to this, the majority (29%) of all respondents were only willing to ... |
| | | | ... Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial advisers and new entrants to review and manage their Professional Year details. Through the digital hub, Professional Year candidates ... |
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