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Showing 1401 - 1410 of 4063 results for "Financial planning"

False ASIC licensing claims lead to closure

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAR 2017
... closed his website following an investigation by ASIC. Stephen Burgin, an authorised representative of Interprac Financial Planning, falsely claimed to be a 'senior ASIC licenced adviser' and an 'ASIC licenced fractional property consultant' to market ...

Global advice group becomes investment bank

ALEX BURKE  |  TUESDAY, 7 MAR 2017
One of the world's largest financial planning groups has received its investment banking licence and will commence operations in that capacity "in a matter of weeks." DeVere Group's investment bank will be licensed and regulated by the Financial Services ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... Portfolios created a white label individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed advice ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Elders Financial Planning will work with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and ...

Countplus appoints new CEO

ALEX BURKE  |  FRIDAY, 24 FEB 2017
Countplus is welcoming the former chair of the Financial Planning Association as its new chief executive. Matthew Rowe will take the reins at the ASX-listed wealth management group having been a director since October last year. He is also chair and ...

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... Taggart said. Mentor Education is working with the University of Notre Dame to design and launch Bachelor of Financial Planning and Master of Financial Planning degrees. Mentor Education provides online and in-person compliance education in financial ...

Dealer group announces promotion and partnership

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
National dealer group Elders Financial Planning has promoted from within for a new role and announced a digital alliance to continually improve its adviser offering. Elders promoted adviser services co-ordinator Anna Van-Gasteren to national practice ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
The Financial Planning Association Conduct Review Commission Disciplinary Panel has expelled financial adviser Darren Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... its support of the Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged in the Senate during parliament yesterday. ...

Industry giant retires

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... Financial in 1980, an after-hours tax service firm which at its peak, represented around 500 accounting and financial planning firms. The Commonwealth Bank bought Count in 2011, paying $373 million, and kept Lambert on as chairman. That sale landed him ...