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Showing 221 - 230 of 2303 results for "Financial planner"

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
IFM Investors and Regal backed Spitfire has appointed administrators, as it looks to restructure the group after a shareholder reneged on promised funding. Olvera Advisors' Damien Hodgkinson and Kate Barnet were appointed as joint and several voluntary ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Submissions for the seven awards are now open and close on Monday, August 31. The categories include FPA Certified Financial Planner Professional of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award ...

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... to make sure they stay on the right side of ASIC. According to PayScale, the average salary for a Certified Financial Planner in Australia is $104,588, but can range up to $155,000. Meanwhile, senior paraplanners are in high demand and remunerated accordingly ...

Netwealth hits fund managers with new fee

KANIKA SOOD  |  FRIDAY, 31 JUL 2020
Netwealth will charge fund managers $2000 for each fee rebate arrangement, saying its costs of administering them have gone up. The platform business allows fund managers to offer fee discounts to financial advisers, licensees or managed accounts providers ...

Hearts and Minds but no ratings

ALLY SELBY  |  TUESDAY, 21 JUL 2020
Listed impact investment vehicle Hearts and Minds Investments has returned more than 26% on a 12-month basis, while also donating $4.1 million to medical research. Yet, the fund has faced major roadblocks when it comes to receiving a rating. The investment ...

AMP advisers low priority for ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 JUL 2020
... financial advisers is so egregious that it's a disincentive to get into the business," O'Neil said. "One AMP financial planner's business was devalued by over a third due to BOLR changes.... Another told me 'I'll be walking away after five years with ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
Australian regtech company Asendium has made two new advisory board appointments, which it says will help prepare the company for expansion into the US, UK, Canadian and European markets. Former AMP director of technology Giovanni De Angelis and corporate ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
New research has revealed Australia's financial advisers switched between various investment platforms in their search for better service and support in the wake of the Royal Commission and COVID-19 pandemic. Investment Trends' 2020 Planner Technology ...

Favour turns to active management

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
Amid the market volatility the COVID-19 pandemic ushered in, a new survey has revealed that sentiment is turning in favour of active investment management. The Natixis Investment Managers survey found that 79% of finance professionals globally and 78% ...

New appointment to TAA board

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
The Adviser's Association (TAA) has made a new appointment to its board. Jennifer Mogg, operations manager, company secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA ...