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Showing 161 - 170 of 1757 results for "Financial Planners"

De Ferrari unaware of legal action

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... our legal rights and we will vigorously defend any action if it comes," De Ferrari said. This week the AMP Financial Planners Association (AMPFPA) said it is anticipating a class action will be filed on behalf of its members later this month. AMPFPA ...

AMPFPA action progresses, associations merge

JAMIE WILLIAMSON  |  WEDNESDAY, 12 FEB 2020
The AMP Financial Planners Association is anticipating a class action to be filed on behalf of its members later this month, as it gears up to merge with the Hillross Advisers Association. Speaking to Financial Standard, AMPFPA chief executive Neil ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... they've got a tool to genuinely help planners be compliant with the Code of Ethics then that is valuable to financial planners at the end of the day," Marshan said. However, he cautioned that advisers should not feel insulated against any compliance ...

Pro-bono advice program for bushfire affected launches

ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
... expertise of a financial planner," FPA chief executive Dante De Gori said. "To address this, we put a call out to financial planners to volunteer their professional expertise and time in the aftermath of the bushfires in early January and have been overwhelmed ...

AMP to pay $5m for churn

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
... have a decision from the court which agrees with ASIC's case that AMP failed to monitor and supervise its financial planners properly and in accordance with its legal obligations," he said. "ASIC believes the penalty applied by the court today will ...

FPA partners with Deakin University

ALLY SELBY  |  WEDNESDAY, 5 FEB 2020
The Financial Planning Association of Australia has partnered with Deakin Business School to allow financial planners to combine a Masters of Financial Planning with its Certified Financial Planning (CFP) program. It comes after the FPA signaled in ...

AMP urged to mediate with advisers

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... and that mediation can pave the way to providing that clarity. "We've called on AMP to waive debts for those financial planners facing AMP-imposed reduced buyback values," she said. "AMP has also been asked to extend its termination deadline, so that ...

FPA calls for axe to fall on stamping fees

HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
The peak body for financial planners has moved to reiterate its stance against non-client directed fees in financial advice, as consultation opens into the government's review of stamping fees. The Financial Planning Association of Australia has welcomed ...

SMSF platform makes $25m acquisition

ALLY SELBY  |  TUESDAY, 28 JAN 2020
... points. "Since 2012, NowInfinity has been deeply passionate and focused on solving pain points for accountants, financial planners, bookkeepers and lawyers through our innovative platform, which has brought to the market a number of industry firsts," ...

ASIC alters adviser levy

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
... calculations without notifying anyone specifically - meaning many will be working off the old figures. "For any financial planners, CARs or licensees who've done their budgeting for ASIC levies for this year - please be advised that while ASIC indicated ...