TAL reflects on the success of its PY programs

TAL/professional-year/new-entrants/

| By Jasmine Siljic |

TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing their PY through its PY Manager program.

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TAL

professional year

new entrants

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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How many advisers were successful in the November exam?

adviser-exam/exam/ASIC/

| By Jasmine Siljic |

Financial planning

ASIC has announced the results from the 23rd Financial Advisers Exam cycle held in November, following August’s highest pass mark of the year.

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adviser exam

exam

ASIC

AUTHOR

Jasmine Siljic

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Adviser numbers show stability as AMP tops charts

Wealth-Data/amp/insignia-financial/insignia/licensees/adviser-numbers/

| By Jasmine Siljic |

Financial planning

The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee.

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AUTHOR

Jasmine Siljic

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Federal Court appoints receivers to uncover $1bn from global advisory group

ASIC/federal-court/

| By Jasmine Siljic |

Financial planning

The Federal Court has appointed two corporate receivers of Brite Advisors to investigate the $1 billion client pension funds under its management since its assets were frozen.

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ASIC

federal court

AUTHOR

Jasmine Siljic

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FAAA concerned about lack of fee consent standardisation

Sarah-Abood/financial-advice/

| By Jasmine Siljic |

Financial planning

The FAAA is pushing for a mandated standardised fee consent form to minimise red tape and reduce the cost of financial advice in response to the government’s first QAR tranche.

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Sarah Abood

financial advice

AUTHOR

Jasmine Siljic

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Relative Return: ‘Qualified advisers’ and the fallout of the QAR reforms

Podcast/Relative-Return/

| By Robyn Tongol |

Editorial

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look a

AUTHOR

Government announces changes to adviser exam delivery

adviser-exam/financial-advisers/legislation/

| By Staff |

Financial planning

The government has released draft legislation to improve the delivery and accessibility of the adviser exam.

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adviser exam

financial advisers

legislation

AUTHOR

AMP doubles down on self-licensee support services

amp/amp-financial-planning/self-licensed/AFSL/licensees/

| By Jasmine Siljic |

Financial planning

AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue management.

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amp

amp financial planning

self-licensed

AFSL

licensees

AUTHOR

Jasmine Siljic

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NAB enters NZ wealth management deal

NAB/jarden/national-australia-bank/wealth-management/New-Zealand/

| By Jasmine Siljic |

Financial planning

National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financial advisers.

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NAB

jarden

national australia bank

wealth management

New Zealand