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| | | ... financial adviser 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 ... |
| | | | ... services, with plans for further expansion in the future with the addition of estate, tax optimisation and financial planning services. Fidelity said the wealth management arm aims to bring flexibility so customers can select the services which are most ... |
| | | | ... advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in 2020, with 345 departing between January and December. Between December 17 and December ... |
| | | | ... to an approved degree. In December, FASEA approved two more degrees - the Bachelor of Commerce majoring in financial planning offered by the University of New South Wales and the Graduate Diploma in Financial Planning offered by the University of Tas ... |
| | | | ... to change to 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 ... |
| | | | ... challenging year. We will continue to bring you the most important stories and developments in wealth management, financial planning and superannuation in the New Year. Our offices will take a short break and re-open on Monday, 4 January 2021. We take ... |
| | | | ... structuring provided by Apt Wealth Partners." Tate-Lovery was recently named on the FS Power 50 and also won the Financial Planning Association's Distinguished Service Award for her contribution to the board of the FPA, after the expiration of her term ... |
| | | | ... the election. She previously held positions at NAB, Rothschild Australia, Deutsche Bank and Australian Super. Financial Planning Association chief executive Dante De Gori welcomed Hume's expanding role and said she has achieved any things for the industry. ... |
| | | | ... 2020, with just 60 new advisers joining, according to Rainmaker analysis of the Financial Adviser Register. AMP Financial Planning lost the most advisers of any AFSL this year, with 323 departing between January and December. The Advisers' Association ... |
| | | | ... accounts will be banned, he said, other advice fees will still be permitted. "This is an important outcome." Financial Planning Association of Australia chief executive Dante De Gori welcomed the reforms. "It's great to see the government has made ... |
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