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Showing 401 - 410 of 1668 results for "Register"

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... into four products which Donat said have outperformed the relevant benchmarks. In December, Madison acquired the client register of CHL Bayswater Financial Planning and Mi Wealth Plan, Perth-based firms, for $232,000 in a bid to expand in Western Australia. ...

PE Capital in liquidation

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
PE Capital Funds Management is now in liquidation after the Federal Court found that it operated managed investment schemes without an AFSL and engaged in misleading and deceptive conduct. The court found that over $16 million was invested in the registered ...

FPA reschedules Congress

CHLOE WALKER  |  WEDNESDAY, 9 FEB 2022
The Financial Planning Association of Australia is rescheduling its annual FPA Professionals Congress to November, taking place in-person at the ICC in Sydney. The FPA's flagship event was originally planned for 7-8 April, but following conversations ...

The future is bright for BT: Rady

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... users despite falling adviser numbers and BT Panorama's extended outage in 2021. According to the ASIC Financial Adviser Register, there's about 18,000 financial advisers registered today; more than 800 exited over the Christmas and New Year period alone. ...

Pallas Capital markets new fund

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
Pallas Capital has introduced a new short term fund that will invest in real estate assets in Sydney, Melbourne and Brisbane. The Pallas Short Term Fund is a mortgage loan warehouse facility with a minimum investment term of six months and offers investors ...

Residential property demand to weaken

KARREN VERGARA  |  MONDAY, 24 JAN 2022
Demand for residential property is expected to cool down this year despite the number of auction figures recorded in the final quarter of 2021. With stock levels running low and the potential for interest rates to rise, BuyersBuyers co-founder Pete ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The move to self-licensing continues to grow as a Victoria-based advice practice scored its own AFSL after operating under a dealer group for 13 years. Armed with a new AFSL, Retireinvest has rebranded to Templeton Advice Group. Templeton has three ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... currently 18,015 practising financial advisers left, according to Rainmaker's modelling of the ASIC Financial Adviser Register as at January 20. Rainmaker reported on 16 December 2021, there were 18,822 financial advisers. Early that year, the total ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... have over four years' experience in the industry. Only 21% of paraplanners are found on the ASIC Financial Adviser Register. Only a third (34%) are members of an industry body. Paraplanners believe they are not "glorified typists" and have influence ...

WAM ups PAF takeover bid

KARREN VERGARA  |  WEDNESDAY, 12 JAN 2022
... forward to working with all PAF shareholders to facilitate acceptance of the WAM offer and welcoming them to the WAM register".