Search Results | Showing 111 - 120 of 2257 results for "Financial planner" |
| | ... plan will give you greater peace of mind and security. "Our research findings from 2020 showed those who had a financial planner by their side were able to cope more confidently than those who didn't. In light of this, we encourage as many Australians ... |
| | | In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule. In the Updated amendments to the design and distribution obligations document released by Treasury, advisers will no longer be required ... |
| | | Platinum Asset Management's Asian equities and global equities LIC will now have a common board, as its Asia LIC's chair Malcolm Halstead retires. Platinum Capital Limited (ASX: PMC) and Platinum Asia Investments Limited (ASX: PAI) will both ... |
| | | The federal government has announced the ASIC levy paid by financial advisers will revert back to 2018/19 levels for the next two years, saving the sector at least $46 million. The levy will be restored to $1142 per adviser, as was charged in 2018/19 ... |
| | | 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 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
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