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Showing 951 - 960 of 4659 results for "Financial Advisers"

AZ NGA firms merge for growth

JAMIE WILLIAMSON  |  TUESDAY, 28 JUN 2022
... merger to create a multi-disciplinary firm. In total the merged entity will have 42 employees, including 14 financial advisers. The deal is expected to deliver immediate scale benefits and generate significant synergies, AZ NGA said, adding that it will ...

AMP wants life insurance caps raised, fees lowered

CASSANDRA BALDINI  |  MONDAY, 27 JUN 2022
AMP has called for the federal government to review life insurance model fees and caps placed on financial advisers, warning the current climate will lead to an underinsured population. The wealth manager picked at old wounds in its submission to the ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
Almost half of all financial advisers are now providing ESG investment advice, according to a new report. This is a key finding of new research from Australian Ethical and Investment Trends and shows a significant increase from 2016 when just one in ...

Government commits to Quality of Advice Review in current form

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
... reduce cost and remove duplication." He added that he remains "committed to looking at reforms now to assist financial advisers in being able to meet the needs of their clients", including education requirements for experienced advisers. "I am pleased ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN  |  TUESDAY, 21 JUN 2022
... are protected and advanced." "Changes to the regulatory environment should recognise the professionalism of financial advisers and enhance the reputation of the profession as a whole. "Regulatory certainty needs to be introduced and duplication removed ...

May exam sees 43% pass rate

JAMIE WILLIAMSON  |  MONDAY, 20 JUN 2022
Less than half of the financial advisers who sat the exam in May have passed, results show. The May sittings represented the 17 th since the introduction of the exam and saw 496 advisers attempt it; 72.2% of which were resitting the exam for at least ...

Clear up uncertainty: AFA, FPA

JAMIE WILLIAMSON  |  FRIDAY, 17 JUN 2022
Both the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have used their submissions to the Quality of Advice Review to call for regulatory certainty. Releasing their submissions yesterday, both industry ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
... to come," he said. "Ords has a long history of assisting our clients build and manage their wealth, and our financial advisers in our Perth office are experienced and well qualified to continue this tradition." In addition to its existing Perth team ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

Leading wealth management marketers recognised

CHLOE WALKER  |  FRIDAY, 10 JUN 2022
... said. "There have been significant shifts in financial services, specifically impacting superannuation funds, financial advisers and investment managers, so the ability of organisations to react to those changes is crucial to their success." 2022 MAX ...