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Showing 231 - 240 of 4061 results for "financial planning"

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... what it initially provisioned. The wealth manager announced this morning it has reached a settlement with AMP Financial Planning advisers in the BOLR class action that dates back to July 2020. After provisioning $50 million for the fallout in its 1H23 ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
... strong outcomes for his clients," Abood said. "Martin also showed how he has gone above and beyond for the financial planning profession with his strong community engagement and focus on improving financial literacy, as well as his tireless commitment ...

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 ...

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 ...

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 ...

Rival bidder seeks to acquire Diverger

KARREN VERGARA  |  MONDAY, 30 OCT 2023
... entity with over $300 million market capitalisation, with an increased ability to support further expansion in financial planning, accounting and other aggregation," COG said. COG added that the proposal sets a "base for further acquisitions within our ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Wealth Management as a senior financial adviser and had more junior roles at Income Solutions, Adviser Group Financial Planning, and Principal Focus. "Dan is a welcome addition to the GQG Partners wholesale team and brings with him yet another differentiated ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... provides us, but also the support that it provides me personally - to focus on what I really enjoy doing, which is financial planning and a little bit of marketing as well." Robert added that the group is always in discussions with people about bringing ...