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Showing 1151 - 1160 of 4062 results for "Financial Planning"

RC findings bring shame on advice industry: social media

ALEX BURKE  |  TUESDAY, 17 APR 2018
... reminded of what we recommended to the Joint Parliamentary Committee 9 years ago regarding fee for no service in financial planning. 9. Years. Ago. #BankingRC pic.twitter.com/hz4oFGuLaP - Tim Mackay ???? (@timqfadvice) April 16, 2018 Finally, Quantum ...

Social media singles out ASIC in Royal Commission coverage

ALEX BURKE  |  MONDAY, 16 APR 2018
... failings the Royal Commission exposed today. Been trying for a DECADE now to get those clowns at ASIC moving on financial planning. Inconceivable they [ASIC] could ever be part of the solution. #banksRC https://t.co/3cKZ9b0F2Y - Jeff Morris (@jmwhistleblower) ...

Commonwealth Bank refunding millions in fees for no service

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... entities, Senior Counsel Assisting Rowena Orr said between July 2007 and June 2015 clients of Commonwealth Financial Planning, BW Financial Advice and Count Financial were charged ongoing fees for advice without receiving advice. In its submissions CBA ...

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... has worked in the financial services industry for about 40 years with experience in the funds management and financial planning industries. He is also the co-founder of Paragem. Lonsec said Knox's experience in working with major fund managers and financial ...

AMP admits to serious misconduct in RC submissions

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... hearings. AMP currently has about 2800 advisers working across 1500 practices; more than half are licensed with AMP Financial Planning, with about 1000 licensed through Charter Financial Planning or Hillross Financial Services. Follow Financial Standard ...

Royal Commission must cast net wider

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... common type of financial advice sought by consumers. It represents about one-third of the $4.6 billion in annual financial planning revenue. Industry Fund Services chief executive Cath Bowtell says she would welcome any review into the quality of advice ...

CBA advice failures unacceptable: Comyn

DARREN SNYDER  |  FRIDAY, 13 APR 2018
... undertaking with ASIC - all before the financial services Royal Commission tackles advice on Monday. Commonwealth Financial Planning and BW Financial Advice will pay a community benefit of $3 million as part of the EU. The advice firms' total compensation ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
A CountPlus financial planning member firm will acquire 100% of a New South Wales accounting practice. Robson Partners will acquire Walker & Andrews with the process finalising on May 1. CountPlus described the acquisition as "earnings-accretive" for ...

FPA to fight latest FASEA proposals

JAMIE WILLIAMSON  |  THURSDAY, 12 APR 2018
... diminished accessibility to advice for consumers, as well as higher costs. "The FPA and many others in the financial planning profession have spent 20 years building a culture of learning amongst planners. These announcements by FASEA and a refusal to ...

FASEA announces leadership transition

DARREN SNYDER  |  TUESDAY, 10 APR 2018
... within the finance and education sectors for the past 17 years and will continue as Professor of Finance and Financial Planning in the Department of Accounting, Finance and Economics at Griffith Business School. "It is essential as we move into the implementation ...