资讯
On the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, regaining its positive momentum. Earlier this week, ASIC ...
While the profession struggles to keep up with strong demand for service, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is this missing third? In ...
ETF providers are looking to phase out bank hybrids in their product development plans as fixed income ETFs see a rise in inflows. APRA announced at the end of last year that AT1s – also known as ...
Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over governance concerns. The non-bank ...
For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital as a firm succeeding in this goal. With ...
Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replacement, particularly for their ...
Financial advice practices may be hiring professional year candidates as a succession option, but they may find they are unable to put up the capital if the adviser looks to retire. There is currently ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. In the August exam, some 221 candidates sat the exam and 68 per cent of them ...
Any changes to product labelling for sustainable funds must be applied consistently across investor channels, including those used by financial advisers, according to the Responsible Investment ...
Investment Trends has revealed Australian advisers are increasingly turning to ETFs to provide portfolio diversification, while new inflows for unlisted managed accounts have seen a double-digit drop.
Private wealth firm Escala Partners has appointed an investment specialist to broaden its focus on alternative funds. Neil Stanford previously spent seven years at superannuation fund Hostplus where ...
As the 1 January 2026 education deadline looms, the Financial Advice Association Australia (FAAA) is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience ...
一些您可能无法访问的结果已被隐去。
显示无法访问的结果