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Showing 1081 - 1090 of 10928 results for "Planning"

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
The estimated ASIC levy for this financial year will see financial advisers slugged $3217, as the levy freeze comes to an end. Under the estimated levies released yesterday, the levy to be paid per adviser has almost tripled from the $1142 that it was ...

Dealer group adopts profit-for-purpose model

CHLOE WALKER  |  THURSDAY, 29 JUN 2023
Spark Financial Group will officially begin operating as a profit-for-purpose organisation with the launch of its Spark Legacy Program. The Melbourne-based dealer group says it will donate 100% of its profits to nominated charity partners, with an objective ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
The Financial Services and Credit Panel has ordered an audit of a financial adviser who carelessly recommended a client switch superannuation funds. Releasing its second determination since it launched, the FSCP said the unnamed adviser, only referred ...

Family office manager names first chief executive

CHLOE WALKER  |  WEDNESDAY, 28 JUN 2023
... Standard. "But our plans for strategic growth are to expand that service offering in investment management to financial planning and accounting firms and partnering with them to look after the investment needs of their ultra-high net worth client segments." ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
Financial advice practices Crosby Dalwood and Warnecke & Co (Warnecke) will merge and rebrand as Count Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians ...

Jones lifts adviser levy freeze, updates funding model

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
The federal government will lift the financial adviser levy freeze as it unveils recommendations that make minor changes to the industry funding model following a review. Assistant treasurer and minister for financial services Stephen Jones yesterday ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
An academic has raised concerns about the impact anti-hawking laws will have on superannuation funds' ability to provide financial advice amid the federal government's proposal to open advice to other channels. Anthony Asher, an associate professor ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... financial advice. The survey, canvased by communications firm AML Group and research agency The Nursery Research and Planning, found that 42% of younger investors aged 18-34 have used the AI chatbot for advice. The survey also revealed that about half ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... The firm has four key offerings: tax advice and structuring, investment strategies, philanthropy, and family succession planning. It has about 114 staff members nationwide and 46 partners. Coggins will stay on with the firm for a few more months to finish ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... with clients that lay out what the advice is and how it enables them to achieve their goals," he said. Better Financial Planning Australia senior financial adviser Michael Khouri agrees that the proposed fit-for-purpose SoA will create efficiencies in ...