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Showing 91 - 100 of 1757 results for "Financial Planners"

Platinum LICs combine boards

KANIKA SOOD  |  WEDNESDAY, 8 SEP 2021
... Actuaries of Australia. Brett Clegg has 35 years of experience and is the founding managing director at Pembroke Financial Planners. PAI and PMC's common board will now include Towers, Morath, Clegg and Ian Hunter (all non-executive directors) and ...

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... executive Dante De Gori said the news was welcome. "Today's news will provide some certainty and stability to financial planners, allowing them to provide more affordable financial advice to Australians. The FPA worked with and would like to thank our ...

Super fund reduces fees

JAMIE WILLIAMSON  |  MONDAY, 23 AUG 2021
... ever," Cantor said. "We have responded by providing more webinars for our members and access to our team of financial planners by video conference." ACSRF is currently working towards a merger with NGS, with a view to signing a Heads of Agreement shortly. ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... contributed 44% to FUA, while franchised offices comprised the remainder. "However, inflows have increased as newer financial planners begin to appreciate the many benefits of the Fiducian complaint process for their clients," chair Indy Singh said. ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... advice businesses big and small," Guiamatsia said. Investment Trends gathered the data based on a survey of 905 financial planners conducted in January 2021.

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... executive of the Financial Planning Association of Australia Dante De Gori said. "The ASIC industry levy for financial planners has gone up over 340% in the last four years and is on an unsustainable trajectory. In light of extended lockdowns across ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... executive Dante De Gori said the FSCP is an important reform for the profession. "Creating a model that requires financial planners to individually register annually with the disciplinary body from 2023 is an important part of the journey to individual ...

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... regulatory changes which impact financial advisers." Further, the research will compare an earlier study of financial planners in Australia, which was undertaken prior to the legislative changes that ban commissions, require financial advisers to undertake ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
... representatives to be registered with the TPB. "The FPA continues to believe that the best outcomes for both financial planners and consumers come about when the government and the profession work together on the issues that we are facing," FPA chief ...

Advice practices set to benefit from tax cuts

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ...