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Showing 81 - 90 of 1638 results for %22The Advisers Association%22

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... open letter to their respective members, former chief executives, chairs and presidents of the Association of Financial Advisers and the Financial Planning Association of Australia have unanimously recommended the merger go ahead. In the coming days ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... chief executive Neil Younger, SMSF Association chief executive John Maroney, Stockbrokers and Investment Advisers Association chief executive Judith Fox, The Advisers Association chief executive Neil Mcdonald, and CFA Societies Australia chief executive ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... industry," the FPA said. It highlighted that, based on information included in the Treasury Proposal Paper, financial advisers would be responsible for more than 75% of the cost of the scheme which would include the establishment, administration and ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... maintaining those competencies over time, has been highlighted in ASIC's updated SMSF advice guidance for licensees and advisers," he said. "The SSA designation provides independent verification of an adviser's competencies to provide specialist ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...

FPA, AFA merger consultation to close

CHLOE WALKER  |  FRIDAY, 27 JAN 2023
... period on a proposed merger between the Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) is due to close on January 31, with members encouraged to provide their feedback before then. Members of both associations ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting metrics for selected managed funds as well as more than 350 Australian-listed ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client facing or sales roles, preferring ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... fragmented and ripe for disruption. "Wealth management in the US today is fragmented across multiple retirement plan advisers for plan sponsors and retail advisors for participants. This sector is ripe for disruption," Pilger said. "The phenomenon of ...

Vanguard veteran announces retirement

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... building its retail business, including its financial adviser services unit that today services some 12,000 Australian advisers. Outside of his Vanguard tenure, Bowerman served on the board of the SMSF Association, founded the FSC ETF working group and ...