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Showing 101 - 110 of 3882 results for "Financial Planning"

AMP fined $24m for charging deceased customers

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... to pay $24 million in penalties. Justice Hespe today determined that four AMP subsidiaries - AMP Life, AMP Financial Planning, AMP Superannuation, and NM Superannuation - breached the law. However, only AMP Life ($18m) and AMPFP ($6m) will pay a combined ...

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... have competitors. Every podcast host has a different style, a different way of doing a show. When I had my own financial planning business, I knew that there was enough work for everyone," he says. Adele Martin, founder of My Money Buddy and The Savings ...

Adviser numbers drop, FAAA strengthens recruitment

KARREN VERGARA  |  MONDAY, 15 MAY 2023
... this is an incredibly rewarding profession to be part of," she said. The FAAA already works closely with the Financial Planning Education Council and universities to attract graduates, as well as those looking to change career. It has also spent about ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... advisers based in the US expressed this sentiment in a survey conducted by Janus Henderson Investors and the Financial Planning Association. This impediment affects advisers' comfort levels when it comes to sourcing new clients, which, if not developed ...

AFCA appoints lead ombudsman, investments and advice

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... resolution for over a decade. "He is a respected specialist in investments and advice complaints, in areas such as financial planning, derivatives, managed funds, timeshare, cryptocurrency and stockbroking," Smith said. "Shail has forged strong relationships ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum Private Wealth (213), Shaw and Partners (174) ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
... business. We will never be a broker, nor a real estate agent. We will always put investors first and support the financial planning profession in that mandate."

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition, AMP Advice is committed to providing ...

Former adviser jailed for six years

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... the ASIC Financial Adviser Register. He was also previously licensed by Genesys Wealth Advisers and Charter Financial Planning.

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... account. Critics argue that it could be perceived as a retrospective tax on existing assets, potentially impacting financial planning strategies for those nearing or in retirement. Insurance through super Apart from the proposed superannuation changes ...