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| | | ... clients," Nowak said. Significant legislative reforms since the Hayne Royal Commission have driven up the costs of running a practice, this includes ASIC's growing industry funding levy, and consequently pushed up the price of paying for advice. ... |
| | | | ... which came from the financial services sector. ANZ head of legal, dispute resolution group Louise McAuliffe, and Westpac practice leader for business lending legal James Taylor will join AFCA's banking and finance unit as ombudsmen. They both join AFCA ... |
| | | | ... behaviour", influencing other members positively, and being a "major participant in the development of policy changes to public practice". He is survived by his wife Margaret, their two sons, Malcolm and Jason, and their families. "Murray was a mentor ... |
| | | | ... management roles at Count Financial, most recently as the head of growth and partnerships. Before that, he was the head of practice development and growth for over a year and the national growth manager for about five months. A Count Financial spokesperson ... |
| | | | ... as we place a firm focus on innovation, modernisation and ensuring we continue to lead governance and risk management practice." |
| | | | Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ... |
| | | | ... background and experience is a strong strategic fit with the AFA's senior leadership team, board, and Communities of Practice. "Over the course of her career, Helen has managed significant disruption, akin to that currently being experienced by financial ... |
| | | | ... mechanism is no longer required, given the strong M&A market for advice practices in Australia. While further advice practice exits are anticipated before the conclusion of the December 31 buyback arrangements, he said, AMP's current expectation ... |
| | | | 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 ... |
| | | | Madison Financial Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known ... |
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