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| | Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ... |
| | | ... us to improve our diversity, we will listen and we will act," Ryan said. "Superannuation funds, insurance companies, advisers etc. all have the ability to query us on our policies, our action plans and how we are tracking." Belinda White, responsible ... |
| | | ... manager. The deal includes JPMAM offering CIP insights and thought leadership, which it said CIP can leverage for its advisers. Conversely, CIP will "distribute some of JPMAM's leading investment solutions," JPMAM said. CIP chief executive Simon Tong ... |
| | | ... utilising A200 and NDQ as significant, core allocations in their portfolios. "Australian investors and their financial advisers are increasingly turning to Betashares to help construct diversified and robust portfolios that are well positioned for long-term ... |
| | | ... sector. He added that the new role signifies Aware Super's intent to deepen engagement with corporates, brokers, and advisers, aiming to become the preferred partners as companies seek capital for sustainable, shareholder-focused returns. |
| | | ... short answer questions, only multiple-choice questions. The requirement to limit exam participation to new financial advisers who have completed an approved degree and existing providers will also be removed. The next exam is due to be held on March ... |
| | | Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go. The rapid upward trajectory of interest rates - from 0.10% in April 2022 to today's ... |
| | | ... model, is progressing well, Insignia said. Known as Rhombus Advisory, the model is expected to be implemented by July with advisers reportedly embracing the equity participation idea. Though, Insignia did lose many advisers in the quarter. While it was ... |
| | | ... exceed our annual sales record. "We feel confident that this is achievable with the solid increase in active financial advisers utilising our products over the past six to nine months." |
| | | ... who need advice the most." Power said the government's advice roadmap is an essential step towards giving consumers and advisers more ways to access financial advice. "Financial advisers and the customers they support will benefit from greater clarity ... |
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