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Showing 121 - 130 of 204 results for "CFP"

Inquiry sees spike in demand for legal action against CBA

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
Law firms working to start a class action against Commonwealth Bank's (CBA) financial planning businesses have seen a spike in the number of affected consumers willing to join the legal cause. Maurice Blackburn principal John Berrill and Shine Lawyers ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... bank responded in a written statement. "The Group takes very seriously the past events in [Commonwealth Financial Planning] CFP and [Financial Wisdom] FWL. The Group has worked openly and transparently with the Senate Committee and ASIC throughout the ...

Young adviser wins first Gwen Fletcher Memorial Award

LAURA MILLAN  |  TUESDAY, 24 JUN 2014
... planner Erin Shields took out the award for being the highest achieving student in last semester's Certified Financial Planner (CFP) certification program. The Gwen Fletcher Memorial Award is valued at $1,000 and funded by the FPA. CFP students who achieve ...

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
... customers by Don Nguyen and Anthony Awkar." "There was no obligation under the [CBA Financial Planning enforceable undertaking] CFP EU to remediate advice given by Financial Wisdom Limited advisers because the CFP EU applied to CFP only." CBA informed ...

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
... trends" and to avoid being "locked in to familiarity." During the roadshow, the FPA revealed that certified financial planner (CFP) Carl Richards will be speaking to advisers during the association's annual congress in November.

CBA does not address "sketchy" info allegations

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
Commonwealth Bank (CBA) has failed to address allegations by the Senate Economics Committee that it provided "sketchy" and insufficient information to the inquiry into the Australian Securities and Investments Commission (ASIC) in statement released ...

CBA and ASIC "sketchy" info delays inquiry conclusion

LAURA MILLAN  |  WEDNESDAY, 28 MAY 2014
... ASIC and the CBA advised the committee that there were inconsistences in the way in which the compensation arrangements for CFP clients had been applied," the interim report said. The revelation suggested that "for some time the CBA had not kept either ...

CBA forced to review poor compensation methods

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Commonwealth Financial Planning and Financial Wisdom will have to reopen compensation processes for more than 4,000 clients after its methods were found to be inconsistent and disadvantaged customers. The Australian Securities and Investments Commission ...

FPA creates Gwen Fletcher Memorial Award

LAURA MILLAN  |  MONDAY, 5 MAY 2014
The Financial Planning Association (FPA) will recognise the highest achieving student in the CFP Certification Program each semester with the newly-created Gwen Fletcher Memorial Award. The award was named after the late 'First Lady of financial planning'. ...

ASIC admits wrongdoing in Senate hearing

LAURA MILLAN  |  FRIDAY, 11 APR 2014
... admitted that "it took us too long to move to the next step" when it became apparent that Commonwealth Financial Planning (CFP)'s management was not responding to the regulator's request to tackle the problems. "We should have acted earlier," senior ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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