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Showing 31 - 40 of 66 results for %22March Financial Adviser Register%22

International firm acquires advice group

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
... According to Rainmaker analysis of ASIC's Financial Adviser Register, Patersons is home to 126 financial advisers, as at March 2019. Founded in 1903, it currently has about $13.6 billion in funds under advice. The transaction is expected to complete ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... to have in your back pocket for summer discussions around the barbeque. Shuttering dividend cash loophole to hit SMSFs In March the ALP proposed to eliminate cash refunds from excess dividend imputation credits, and throughout the year the wealth management ...

Application fees increase for tax advisers

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... fees remain subject to regulation changes being made before the new application fees can take effect from 1 July 2018." On March 1, the TPB celebrated its eighth birthday, along with the Tax Agent Services Act 2009 (TASA). "Since the TASA and the TPB ...

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... what we had paid for the advice, it wasn't going to put us back in a home," McDowall said. A subsequent offer of $50,988 in March - expressed by Westpac as its final offer - was declined on the same grounds. A complaint was then made to the Financial ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
Self-managed superannuation fund members have driven the La Trobe Financial Credit Fund to more than $2 billion in funds under management, tripling its size in three years. The fund, which sits on more than 10 platforms and 200 approved product lists ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
... director Janine Middleton, who personally signed a joint letter to the Prime Minister in support of civil marriage equality in March, said that all employees should have the opportunity to perform to the best of their potential - and that this happens ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research. While institutionally-aligned licensees ...

Record adviser numbers attend Sydney ABDO

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2017
... will suffer when interest and mortgage rates rise. The Sydney ABDO is part of a national capital cities tour that during March took the seminar to thousands of financial advisers across Australia. "Household debt is my big concern for Australia, it's ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... creating a general profession and on improving education standards," De Gori said. Set to become the FPA's chief executive in March 2016, when the mandate of current chief executive Mark Rantall ends, De Gori announced that the association will work ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
... minimising sequencing risk. The chief investment officer's comments come from his self-authored paper - MySuper: Helping us march as one to the holy grail of super engagement - and reveals why AMP has taken the age-based approach to its default super ...