ASIC Funding Levy- A very poor litigation funding investment

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The AFA is disturbed to see a further substantial increase in the ASIC Funding levy for financial advisers for the 2020/21 year.  The cost per adviser has increased by 29% to... Read more continue reading

Emma Pringle appointed head of ESG at Maple-Brown Abbott

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Emma Pringle has been appointed as the head of ESG on a permanent basis at Maple-Brown Abbott (MBA). Ms Pringle has a background in product governance and sustainability across superannuation,... Read more continue reading

Veteran global small-cap specialist launches in Australia

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Global small-cap equity specialist Royce Investment Partners, part of Franklin Templeton, is entering the Australian retail investment market with the launch of a global small-cap fund. The Royce Global Small-Cap Premier... Read more continue reading

Travis Pitt joins Focus partner-firm Escala Partners, expanding Escala’s investment advisory team

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Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms, has announced that Travis Pitt has joined Melbourne-based Focus partner-firm Escala Partners Pty Ltd. Travis Pitt has over... Read more continue reading

Dante De Gori to step down as Chief Executive Officer of FPA

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Financial Planning Association of Australia (FPA) CEO, Dante De Gori CFP® has advised the Board of his intention to step down at the end of 2021, after nearly six years... Read more continue reading

AFA appoints Helen Morgan-Banda as CEO

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After a thorough and rigorous recruitment process, the Association of Financial Advisers (AFA) has announced the appointment of Helen Morgan-Banda as AFA CEO, effective 2 August 2021. Ms Morgan-Banda brings... Read more continue reading

FPA’s statement in response to ASIC’s Cost Recovery Implementation Statement 2020-21

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The latest ASIC estimated industry funding levy for financial planners reinforces the FPA’s position that the current formula for the levy is not equitable or sustainable, and must be reviewed... Read more continue reading

BDO: Largest intake of partners in history of firm

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BDO has welcomed 25 new partners over the last financial year, the largest partner intake in the firm’s history. BDO’s ten newest partner appointments announced yesterday, in addition to the... Read more continue reading

DNR Capital expands ESG capabilities within their investment team

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Leading Australian equities investment management company, DNR Capital, has announced the appointment of specialist ESG (Environmental Social and Governance) Investment Analyst, Natasha McKean. With more than 19 years of investment experience,... Read more continue reading

Directors of Wattle Partners acquire Atchison Consultants, commit to growth

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Jamie Nemtsas and Drew Meredith, directors of Wattle Partners, a self-licensed, boutique financial advisory firm have announced the acquisition of the highly respected independent asset consulting firm Atchison Consultants. Founded in Melbourne... Read more continue reading