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Showing 171 - 180 of 9642 results for %22YS Financial Planning%22

Nominations open in FS Sustainability Power50

RACHEL ALEMBAKIS  |  TUESDAY, 14 NOV 2023
... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader corporate Australian community will have a say in recognising the breadth and diversity ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

Decade-long ban reduced for former adviser

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... his ASIC banning order reduced. Mark Babbage, who was an authorised representative of Wealthsure and Capstone Financial Planning, will now be able to re-enter the financial services industry after six years instead of 10 years as handed down by ASIC ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
Treasury has released long-awaited draft legislation to reduce administrative burdens of financial advisers but is missing key pieces, such as the elimination of the Best Interests Duty and the overhaul of the Statement of Advice (SoA). Released today ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... newly created role of head of university and student programs in an effort to attract more graduates into the financial planning profession. Trevaskis was most recently the learning and professionalism manager at AMP and over the years held various education ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... Queensland and, most recently, was chief digital and information officer at Urban Utilities. The specialist financial planning consulting and coaching firm was founded by Viskovic in 2017. Discussing the sale, Viskovic explained it was the right time ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... of closing conditions, should be completed by December 1. Additionally, it said FAM offers a full range of financial planning and advice services to approximately 1450 clients and operates eight offices throughout Queensland. FAM has over $1 billion ...

Fears grow around greenwashing litigation protections

ROSE MARY PETRASS  |  WEDNESDAY, 8 NOV 2023
... three-year moratorium on private litigation related to Scope 3 reporting as part of its proposed mandatory climate-related financial disclosure package has raised fears that it would give companies the green light to greenwash. Under the federal government's ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Investor associations to unite

CHLOE WALKER  |  THURSDAY, 2 NOV 2023
... source of education and advocacy." Meantime, the AIA board said the move is recognition of "the dynamic shifts in the financial industry." "This is a pragmatic, forward-thinking step, driven by the objective of harnessing the collective strengths that ...