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Showing 111 - 120 of 2253 results for "Financial Planner"

Super fund reduces fees

JAMIE WILLIAMSON  |  MONDAY, 23 AUG 2021
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's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
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 ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
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 ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
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 ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... 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 ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... 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 ...

Advisers turn to ETFs during COVID

KARREN VERGARA  |  MONDAY, 21 JUN 2021
... 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 on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
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 ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
... 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 ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... Securities where he was a private client adviser for the last six years. Prior to this King was a director and senior financial planner at both Prosperitus and Ecential Financial and was also a financial adviser at AMP. Julian de Blonk has returned to ...