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Showing 1981 - 1990 of 9816 results for "Advisers"

FPA overcharges members

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
... $200 advertising levy. A financial planner pays $595 p.a. while an associate pays $495 p.a. An Association of Financial Advisers member with more than three years' experience is charged $840 annually. Those new to the profession pay $600 p.a. A Standing ...

Tribeca Financial acquires advice practice

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... I feel is not possible, or at least not sustainable over the long term," he said. Following several discussions with advisers and businesses, and after looking at various merger, resource sharing or acquisition options, he found Tribeca to be the right ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial advisers, is based in Wangaratta and has an office in Sunbury. It was most recently part of the Nextplan and prior to that was licensed ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... but were actually deducted inclusive of commissions that were illegal. "Some members also paid commissions to financial advisers via their premiums even though they had elected to have the financial adviser component removed from their account," ASIC ...

Maple-Brown Abbott adds distribution role

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... of national key account manager. Srinivasan's role was created to help drive the distribution strategy with financial advisers, dealer groups, platforms and key accounts for its Australian equity, Asian equity and global emerging markets equity capabilities. ...

Perpetual launches active ETFs

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... constructing their portfolios," she added. "PAMA's debut into the ETF space expands the choice for retail investors and their advisers when seeking exposures to a portfolio of actively managed Australian and global shares, backed by experienced and specialist ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
Financial advisers expect Aussie equities to deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... leadership roles across financial advice and wealth management, and brings a deep knowledge of advice and the needs of advisers. Prior to this role, Bryant held executive roles in the wealth management business at Commonwealth Bank and The Trust Company. ...

Role of adviser to change: Fidelity

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... report from Fidelity International and independent research firm, MYMAVINS. The research was undertaken to help financial advisers better understand their clients' views on retirement and their main drivers of life satisfaction. The report, titled 'Retirement ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... head of platform distribution Chris Mather discussed whether managed accounts have really delivered on their promises to advisers and clients. The big promises of managed accounts were defined as efficiency, compliance benefits, transparency, value proposition ...