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Showing 1681 - 1690 of 10929 results for "Planning"

AMP to delist from NZX

JAMIE WILLIAMSON  |  WEDNESDAY, 22 DEC 2021
AMP will only be listed on the Australian Securities Exchange from February, following a decision to delist from the New Zealand Exchange main board. AMP said the delisting supports the simplification of its shareholder administration ahead of demerging ...

FASEA defers Standard 3 amendment to ASIC

KARREN VERGARA  |  TUESDAY, 21 DEC 2021
The Financial Adviser Standards and Ethics Authority is deferring the amendments to Standard 3 to ASIC because the industry could not agree on a better alternative. FASEA floated the idea of amending Standard 3 in November, which currently states: "You ...

February 2022 adviser exam dates released

KARREN VERGARA  |  MONDAY, 20 DEC 2021
As part of its new remit, ASIC has released the first round of examination dates for financial advisers in 2022. The first exam sittings of 2022 will be held on February 17, 18, 19 and 21. Enrolments for this sitting will be open from 10 January 2022 ...

FSC releases two new standards

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
The Financial Services Council released two new standards, one of which helps members abide by the newly mandated advice fee consent requirements. FSC members will need to comply with FSC Guidance Note No. 43 from 1 January 2022, which was constructed ...

Disqualified adviser convicted of managing company

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... in 2015 after the court found that she defrauded $5.9 million from clients over 20 years. Scott ran her own financial planning business, Roach Graham Scott, between January 1989 and December 2012. Between September 1992 and June 1996, she was a securities ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... SMSF Advisers Network dominates the adviser landscape, with the highest number of active advisers at 635. AMP Financial Planning (599) and Morgans Financial (473) round out the top three. Meanwhile, Synchron (404), Charter Financial Planning (382) and ...

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
Not long after Labor suggested it would not require older financial advisers to get degrees, the Liberal party has now backflipped on education standards to match Labor's policy. Minister for superannuation, financial services and the digital economy ...

MLC Life adds to retail distribution team

JAMIE WILLIAMSON  |  THURSDAY, 16 DEC 2021
... Asteron Life, Perrotto will work with advisers in New South Wales. He brings more than 13 years' experience in financial planning and life insurance. Both Galvin and Tsimbouris are based in Victoria, and both bring significant experience in financial ...

Kelly Partners acquires Canberra firm

CHLOE WALKER  |  THURSDAY, 16 DEC 2021
... Northern Beaches. Through Kelly Partners Northern Beaches, an agreement was signed to acquire an accounting and financial planning business located in Northern Beaches, NSW. Following completion on February 1 next year, the accounting team of the acquired ...

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... build confidence," Blakey said. "We started by asking our members and they told us they wanted support with long-term planning. "Future Planner helps our members build confidence in their financial future by supporting them to take successive small but ...