Search Results | Showing 111 - 120 of 2254 results for "Financial Planner" |
| | The federal government has announced the ASIC levy paid by financial advisers will revert back to 2018/19 levels for the next two years, saving the sector at least $46 million. The levy will be restored to $1142 per adviser, as was charged in 2018/19 ... |
| | | A $10 billion industry superannuation fund dropped administration and investment fees for its 86,000 members. Australian Catholic Superannuation and Retirement Fund has reduced asset-based administration fees to 0.19% for each account balance, meaning ... |
| | | Fiducian Group's funds under advice continues to grow but could be dampened by legacy clients that will not renew the services of an adviser. Fiducian's FUA went up $700,000 to $3.7 billion in the year to June 2021, thanks to acquisitions, inflows ... |
| | | The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ... |
| | | Financial advisers will need to fork out an extra 27% to pay the regulator's industry funding levy for the 2021 financial year. Advisers will pay $71.354 million in aggregate or $3138 on a per adviser basis plus a fixed amount of $1500 per licence ... |
| | | ... Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior to that was an adviser and client relationship manager at Integer Financial Group for nearly ... |
| | | ... each adviser. "The current model, which will come into effect from 1 January 2022, makes the registration of a financial planner the responsibility of their AFSL in year one until the financial adviser register is transferred from ASIC to the ATO in ... |
| | | ... planners normally operate, they don't trade on market volatility alone. One of the key elements of going to a financial planner is that they are focused on executing on a strategy. That's why we didn't see the trading frenzy like we did in ... |
| | | Research that is aiming to determine how formalising educational and ethics requirements impact the moral development of financial advisers is calling for participants. The Western Sydney University is canvassing financial advisers to take part in research ... |
| | | ... said a professional registration should be the responsibility of the individual adviser, not their licensee. "A financial planner's registration should then follow them throughout their career and be a valued symbol of their professional status and commitment ... |
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