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| | | ... and the maximum amount they will pay for comprehensive personal advice is $550. "In 2020, the Financial Planning Association of Australia indicated that on average their members charged $2671 for an SOA," ASIC's Consultation Paper 332 Promoting access ... |
| | | | ... development director for APAC, as it grows its global team. Rob Coulter will step into the role, joining from the Association of Financial Advisers where he was general manager, partnerships. Coulter was head of corporate development at AMP Advice (and ... |
| | | | ... narrowing, financial advisers are being urged to maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive Stephen Glenfield confirmed advisers who ... |
| | | | ... provide for the needs of retiree clients, new research shows. Fidelity International with the Financial Planning Association of Australia (FPA) and CoreData released a report Building Better Retirement Futures, which aims to equip advisers with solutions ... |
| | | | ... tradesman, foreman, production manager, and operations manager. He was general manager of the Furnishing Industry Association of Australia (FIAA) before it merged with the Cabinet Makers & Designers Association (CMDA) in November 2018 to form ACFA. First ... |
| | | | ... Suncorp's Lifestage Funds (lifecycle) Tidswell's Max Super Fund (lifecycle) APRA deputy chair Helen Rowell told the Association of Superannuation Funds of Australia (ASFA) event yesterday that some trustees are attempting to "game" the system ... |
| | | | ... continue to shrink - but not at the same rate, as the pressure to meet FASEA education requirements lifts moderately. Association of Financial Advisers general manager, policy and professionalism Phil Anderson agreed that exits are likely to remain elevated ... |
| | | | ... McLeod is a financial adviser specialising in ethical investments and is on the board of the Responsible Investment Association of Australasia (RIAA). Financial Standard profiled McLeod this year in its annual FS Managed Accounts journal publication. ... |
| | | | ... in accordance with an arrangement that the member has agreed to (with the exception of intra-fund advice). The Association of Financial Advisers chief executive Philip Kewin said while all three elements are important, the most significant issue for ... |
| | | | ... body has effectively been scrapped, with Hume flagging its January 2021 launch to mid-year. The Financial Planning Association of Australia said it has continuously advocated for the reduction of regulatory bodies that are "adding unnecessary duplication ... |
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