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Showing 81 - 90 of 8777 results for "Advisers"

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
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 ...

Gender pay gap reporting to be scrutinised

ROSE MARY PETRASS  |  WEDNESDAY, 31 JAN 2024
... 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 ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... 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 ...

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... 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 ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... 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.

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... 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 drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
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 ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... 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 ...

Generation Development Group nears $3bn

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
... 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."

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... 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 ...