|Search Results||Showing 1 - 10 of 100+ results for "Financial Planning"|
|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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|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 ...|
|... 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 ...|
|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 ...|
|... 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 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 ...|
The Financial Services Council has welcomed a new board director. BT Financial Group general manager of platforms, investments and operations Kathy Vincent has joined the industry body's board.
The $50 billion industry super fund will take full ownership of the largest wind farm in Western Australia as it moves to boost its infrastructure portfolio.
A global manager has appointed a new head for Australian equities as the incumbent moves to a different role.
An $11 billion superannuation fund amended its constitution to increase the influence of independent voices on its board following an APRA probe.
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