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Showing 131 - 140 of 4057 results for "Financial Planning"

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... regularly offering insurance advice, which highlights the ongoing decline in the relevance of insurance within financial planning. The industry is grappling with this shift, as well as the growing divide between direct and advised insurance, Ramrakha ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... Resolution Life Australasia will be combined, creating a new company to be known as Acenda. Three universities ditch financial planning courses (December 13) Three major universities have pulled the plug on their financial planning courses due to the ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... it to reshape the financial advisory landscape in Australia-further enhanced by the recent acquisition of 16 financial planning firms from AMP." AMP's recently sold its advice licensees to Entireti and AZ NGA, which has seen some 950 advisers across ...

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
Three major universities have pulled the plug on their financial planning courses due to the lack of student interest in a major blow for the profession as it struggles to attract new entrants. The University of Wollongong, Queensland University of ...

South Australian financial adviser slapped with seven-year ban

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... Investment Services for the year to December 2012, Custom Wealth Solutions Dealer Services for three months, AMP Financial Planning for six months in 2014, and then Brougham & Vaux for three months. He's also the author or two self-published books ' ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... professional advisers, it said. "It's extremely important that the education for NCAs can count towards a full financial planning degree, and that the NCAs of today can become the professional financial advisers of the future. Since the banks and other ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... want to make sure that it is much harder to just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... business to Entireti and AZ NGA as the new owners unveil a revamped leadership team. Some 950 advisers across AMP Financial Planning, Hillross, and Charter Financial Planning now have a new home at Entireti and AZ NGA. The group, including Jigsaw, is ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Year Award was Bianca Musico of Melbourne's Warr Hunt. "Bianca has demonstrated a clear passion for the financial planning profession, and we commend her selfless focus on developing talent in our profession," FAAA chief executive Sarah Abood said. ...