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|Showing 1 - 10 of 100+ results for "Advice"|
|... at $2426 charged for each representative plus the $1500. The new costs are applicable to licensees that provide personal advice to retail clients on relevant financial products. ASIC calculates a different levy for advisers who provide retail advice ...|
|... securities dealers. However, deposit products, superannuation funds and managed investment schemes are excluded. The financial advice industry will seemingly be expected to pick up three-quarters of the cost of this scheme, the AFA said. The annual administration ...|
|Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...|
|Mergers and acquisitions will power the financial advice industry, culminating in the formation of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of ...|
|... leadership team including Annick Donat, Jaime Johns & John Abernethy being instrumental in my decision. Good financial advice is a critical service that I believe more Australians can benefit from, and now more than ever, financial advisers need the ...|
|... marginally during the period due primarily to a drop in Bank RMBS issuance," Adams said. Perpetual Private funds under advice increased 6% to $17 billion due to $0.3 billion in net flows and $0.7 billion from market movements. "We expect that positive ...|
|The growing finfluencer phenomenon is capturing female Millennials who turn to social media for financial advice and education. Analysis by marketing platform HypeAuditor reveals that more than half (57%) of female finfluencers' following are young ...|
|... according to new research. Regtech Fourth Line and retiree financial services provider Pension Boost looked at the Statement of Advice of 15 licensees and 1980 financial advisers. Of the 5000 SOAs produced between 1 July 2019 to 15 May 2021, not one ...|
|... research and what customers are telling us we believe client portals represent the next frontier, and a very real path for advice firms to reinvent their client experience to rival many new and disruptive digital wealth businesses," Netwealth joint managing ...|
|... superannuation funds and proceeded to not put adequate measures in place to ensure the funds were transferred in accordance with his advice. The corporate regulator also deemed Bevan is not fit or proper, having regard to his connection to a refusal ...|
Dimensional's sustainability suite is being expanded with the introduction of a new emerging markets fund with an ESG filter.
Pendal chief executive Nick Good says the firm is not ruling out future acquisitions, as it finalises its $414 million purchase of US value-oriented manager Thompson, Siegel and Walmsley.
The Victoria government's LaunchVic is looking for a fund manager to run a $120million startup fund.
The Association of Financial Advisers (AFA) has raised concerns about the cost of the government's proposed Compensation Scheme of Last Resort and the fact that super funds and managed investment schemes are excluded from the proposed regulation.
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