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| | | ... contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical service for its advice network, received over 6800 calls and email queries from ... |
| | | | ... will centre around four dedicated lines of business: asset management, superannuation (Master Trust), wrap platform and advice. "Each business line will be led by an executive with end-to-end accountability to drive positive sustainable growth and profitability ... |
| | | | ... failed to beat inflation for more than 20 years, going backwards by 20%, according to a recruiter. An analysis by Recruit 2 Advice found that since 2000, advisers' salaries increased 1.9% annually or 2.8% averaged for inflation. In dollar terms, advisers ... |
| | | | ... further found he misled 24 clients, claiming to have met the education requirements when he provided them with personal advice. Vee worked with Cojag from October 2021 to December 2021 and then again between March 2022 and March 2023, however the ASIC ... |
| | | | ... Adviser Sentiment Index 2024, remaining in the number one spot year on year. Uncertainty around the outcome of the Quality of Advice Review (QAR) is worrisome for advisers as is the Compensation Scheme of Last Resort (CSLR), which imposes another levy ... |
| | | | ... advisers $48.39 million collectively as the annual levy does not appear to be reducing. Licensees that provide personal advice to retail clients on relevant financial products are due to fork out a minimum levy of $1500 plus $2878 on a per adviser basis. ... |
| | | | ... client experience and operational efficiency," Sevestre said. "This integration is crucial for delivering accurate financial advice, allowing advisers to focus on client relationships and planning. For providers, the opportunity lies in developing systems ... |
| | | | ... took a 20% stake in Melican Financial Planning, a firm that provides accounting, mortgage broking, SMSF, and financial advice based in Victoria's Greensborough. The equity partnership scheme investment into Melican will be made up of cash and some ... |
| | | | ... that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial advice service. He also operates an equipment finance broking and mortgage broking business through the corporate vehicle, Corporate ... |
| | | | ... 19,692 of 92% of candidates who sat the exam have passed. The exam has three strands. It tests candidates' knowledge of advice regulatory and legal requirements, including obligations under Chapter 7 of the Corporations Act, the Anti-Money Laundering ... |
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