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Showing 111 - 120 of 227 results for "AMP Financial Planni"

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Financial planning software developer Intiger Group has appointed a global head of productivity and optimization. George Jaja joins from Commonwealth Bank's wealth management division where he was "instrumental in driving major change programs." In ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
Financial advisers employed by Australia's five largest vertically integrated institutions failed to act in the best interests of clients 75% of the time, favouring their own products and leaving clients ''significantly worse off" in 10% of cases. These ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
The total number of registered financial advisers increased by 10% in the 12 months to March 2017, and non-institutionally-aligned dealer groups captured more than 70% of this growth, according to Rainmaker research. While institutionally-aligned licensees ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
A former AMP adviser was permanently banned by ASIC for misappropriating almost $2.5 million of client funds. Over the course of nine years, Hobart-based Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
AMP is ramping up its reinsurance strategy in an effort to release $500 million in capital from its life insurance business and curb volatile earnings in a "challenging industry." AMP chief executive Craig Meller today announced the company signed a ...

AAT upholds ex-AMP adviser ban

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
The Administrative Appeals Tribunal affirmed ASIC's decision to permanently ban a former AMP adviser. The regulator found Rommel Panganiban from New South Wales prioritised his own interests ahead his clients' with no reasonable basis in giving advice. ...

ASIC bans ex-AMP adviser

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
ASIC permanently banned a Perth-based financial adviser for acting dishonestly and breaching his best interest duties in providing superannuation and insurance advice. David Fong was an authorised representative of AMP Financial Planning between January ...

AMP reshapes advice businesses, appoints MD

ALEX BURKE  |  FRIDAY, 31 MAR 2017
AMP is welcoming a new advice leadership team following the decision to bring multiple advice businesses under one roof. Following the restructure, AMP Financial Planning, AMP Advice, AMP Horizons and AMP Direct will be integrated under a new managing ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Two senior hires will join NAB Financial Planning in April. NAB's advice business is welcoming Andrew Gregory as general manager, Victoria/Tasmania and Gary Wood as head of client experience and advice development. Both join NAB from AMP. Gregory was ...

ASIC bans former AMP adviser

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
A former authorised representative of AMP Financial Planning has received an eight year ban after engaging in misleading conduct. James McCarthy of South Australia has been banned from providing financial services until 14 November 2024. He is the sole ...