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Showing 141 - 150 of 4057 results for "Financial planning"

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... entrants that joined in the last calendar year. One new solution the FAAA recently introduced is recognising financial planning students through the migration system to offer a path to permanent residency. Jobs and Skills Australia shows the country ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... something more substantial. "It's extremely important that the education for NCAs be able to count towards the full financial planning degree, one of the two big opportunities that we see in this proposal is that the NCAs of today can become the professional ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for three months by the Financial Services and Credit Panel after he was found to have issued Records of Advice ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

AFCA names and shames in fresh Datacube release

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... 115. Unsurprisingly, in the financial advice sector, Dixon Advisory received the most complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth Financial Planning received 17. Managed investments also received a hefty number ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning sectors. AWAG said the fund offers a timely solution to help firms navigate the transition of ownership as the industry ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... the advice space gradually in recent years, having first sold Count Financial and then allowing Commonwealth Financial Planning Limited-Pathways advisers to transfer elsewhere. It also wound up its Financial Wisdom licensee and transferred part of its ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... help people manage the complexities of the financial world." The campaign follows FAAA's partnership with the Financial Planning Standards Board (FPSB) India to improve adviser shortages across the two nations. The initiative aims to develop courses ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... were retail funds. AMP's Wealth Personal Superannuation and Pension Fund spent $294.5 million on external financial planning payments, followed by Macquarie's Superannuation Plan at $213.5 million. The HUB24 Super Fund came third ($172.8m), then ...