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Showing 1611 - 1620 of 9372 results for "Fee"

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... adoption of a holistic package of reforms," the JAWG said. "The reforms must extend beyond easy wins such as streamlining fee disclosure requirements and iron out obligations like the design and distribution obligations." The letter to Jones was signed ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... pensions day today management is significant. Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common ...

AMP completes infrastructure equity business sale

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
AMP has completed the sale of the Collimate Capital international infrastructure equity business to DigitalBridge Group. AMP realised $582 million from the sale, including a $521 million cash payment received from DigitalBridge, $57 million from retained ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
The Financial Planning Association of Australia (FPA) is calling for the government to provide tax-deductible status to all financial advice, no matter the stage. In its pre-budget submission, the FPA acknowledged that the ATO is looking into the tax ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... SMSF specialist advisor (SSA) exam at a time that suits them. Candidates will also receive a 50% discount on the enrolment fee, saving $990 on the usual cost. FPA chief executive Sarah Abood said the SSA pathway is a strong recognition of the rigorous ...

Aware Super deputy investment chief to lead global strategy

JAMIE WILLIAMSON  |  THURSDAY, 2 FEB 2023
Aware Super has promoted Damien Webb to head of international, putting him in charge of its offshore expansion program. Webb will serve as an executive lead for the continued international expansion of the fund's investment function, Aware Super ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
... harbour or reducing some of the content requirements for statements of advice, removing annual consent requirements for ongoing fee arrangements, or expanding special exemptions. "But none of these changes would make good financial advice available to ...

Funds SA chief executive to step down

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
Jo Townsend will step down as chief executive of Funds SA, capping eight years in the role. Townsend said the decision was not easy and "is very much taken from a personal perspective." She will stay in the role until the board finds a suitable successor ...

Cold calling advice firms called out

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
... anti-hawking legislation doesn't cover cold calling advisers who charge up to $6000 "to roll consumers from high performing, low fee profit-to-member funds into poorer performing retail funds." "A typical experience was for a super fund member to be ...

AFA, FPA plan joint roadshow

CHLOE WALKER  |  WEDNESDAY, 1 FEB 2023
Irrespective of the outcome of the upcoming merger vote, the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) will host a combined roadshow event across the country this year. The Combined Association ...