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Showing 261 - 270 of 2302 results for "Financial Planner"

Pro-bono advice program for bushfire affected launches

ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
... "We expect those affected will face significant financial pressures requiring the support and 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 ...

AMP to pay $5m for churn

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
The Federal Court has ordered AMP to pay $5.175 million for failing to ensure its financial advisers complied with the best interests duty by engaging in insurance churn. In a case brought in June 2018, ASIC alleged that a number of AMP Financial Planning ...

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 their livelihoods, as the financial institution seeks to impose a three-year restriction on working as a financial planner," Carnell said. "My office has met with AMP and although they signaled they were open to mediation, they have yet to confirm ...

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 ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
... acquisition demonstrates a commitment to growth. Andrew Dunbar of Apt Wealth Partners recently won the Certified Financial Planner of the Year Award from the Financial Planning Association of Australia.

SMSF platform makes $25m acquisition

ALLY SELBY  |  TUESDAY, 28 JAN 2020
An ASX-listed SMSF technology platform has dropped $25 million on its first acquisition, in a bid to reinforce its position as a technology leader. Class will acquire all of the shares in corporate compliance and documentation platform NowInfinity by ...

ASIC alters adviser levy

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The Financial Planning Association of Australia head of policy and standards Ben Marshan has pointed out that ASIC has quietly altered the per adviser levy recently. Marshan told Financial Standard that financial advice businesses which have budgeted ...

Integration of super advice business completes

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
The integration of StatePlus into $77 billion industry fund First State Super is being tied up. The ASIC Financial Adviser Register showed hundreds of StatePlus financial advisers as 'ceased' earlier this week. This was an administrative action as StatePlus ...

APRA releases MySuper heat map

HARRISON WORLEY  |  TUESDAY, 10 DEC 2019
... a more nuanced approach to the what the heat map reveals, encouraging concerned super fund members to see a financial planner for advice rather than "simply relying on any simplistic league tables" they notice in the media over the coming days. "The ...