Search Results | Showing 1 - 10 of 47 results for "Retail Advice" |
| | | ... years and also be looking at succession planning," she said. "We do think that we will need to think more about retail advice in the future, as education is going to be so important for the children of our clients and our ability to be able to provide ... |
| | | | ... view that the Statement of Advice should be removed, to be replaced with a requirement for providers of personal retail advice to maintain complete records of the advice provided. They must also provide the written advice if requested by the client. ... |
| | | | ... government is forging ahead with slashing the financial adviser levy by more than a third for those that provide retail advice. Corporate watchdog ASIC today updated its 2020-21 Cost Recovery Implementation Statement, which lays out how much it recovers ... |
| | | | ... advice to retail clients on relevant financial products. ASIC calculates a different levy for advisers who provide retail advice for products that are not relevant financial products - which amounts to be $1.761 million based on 625 entities. For licensees ... |
| | | | ... will increase by the equivalent of 160% over two years. A sole practitioner will be required to pay $3926 while a retail advice licensee will be charged $1500 per licence and an additional $2426 per authorised representative. TAA is pushing for the government ... |
| | | | ... equivalent of 160% over two years, with industry bodies outraged. The total cost levied by ASIC is now $1500 per retail advice licence, plus an additional $2426 per authorised representative under the licence. A sole practitioner would now have to pay ... |
| | | | ... opening up JANA's advisory and implemented consulting expertise to the wider investment community, initially in the retail advice space and now expanding into the NFP market," Karagianis said. JANA has a significant existing NFP business, which has recently ... |
| | | | ... new role, Curtis will be responsible for Warakirri's relationships in the family office, high-net-worth and retail advice channels in New South Wales and Queensland. He reports to Stuart Devlin, who heads the boutique's distribution. It comes ... |
| | | | ... million on its balance sheet and was willing to acquire advice businesses that come up for sale. However, entering retail advice was not one of its plans - perhaps, until Madison came up for sale. "In terms of acquisitions, so far we have built our private ... |
| | | | Franklin Templeton announced a key appointment in its Australian retail advice market business. Paul Ramsay steps into the role of retail key account manager, based in Franklin Templeton's Melbourne office. Ramsay will focus on building and maintaining ... |
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