Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning"
AstuteWheel adds capability
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to ...
Former Westpac adviser permanently banned
JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... Adviser Register, Luthra was licensed by Westpac from March 2013 to April 2016. He is also a member of the Financial Planning Association of Australia (FPA). Luthra prioritised his interests over those of his clients to maximise the fees and ...
Self-licensing trend boosts ClearView offering
ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
... seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial Planning Resources and Canberra-based Rightway Insurance Services have chosen LaVista to assist them in managing licence ...
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... bank (where CommSec and hence, CAS sit), retail bank (where the salaried advisers under Commonwealth Financial Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial ...
Advice associations meet new minister
HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly appointed Assistant Minister ...
Advice group hires national practice manager
KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was ...
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... shed more than 630 financial advisers in the three years to December 2018. Its flagship licensee, AMP Financial Planning, lost 287 advisers. At the same time, Westpac and its aligned dealer groups shed about 450 advisers. This, before its ...
Dealer group buys bank advice arm
ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial ...
FPA, AFA partner on life insurance
KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... as the industry inches towards ASIC's review of the life insurance framework slated for 2021. The Financial Planning Association of Australia and the Association of Financial Advisers will appoint two senior representatives and two adviser ...
Commonwealth FP completes EU compliance
ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
Commonwealth Financial Planning has complied with ASIC's court enforceable undertaking regarding fees for no service conduct and said it will transition to a new business model. At the end of May, ASIC received an attestation from Commonwealth ...
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