Search Results | Showing 331 - 340 of 4061 results for "financial planning" |
| | | ... February 2010 and December 2018, while he was an authorised representative of GWM Adviser Services and Interprac Financial Planning. In sentencing Nguyen, Magistrate Nitschke said: "It is a serious matter to falsify company records" and "the company ... |
| | | | JPMorgan has shuttered the financial planning fintech it acquired in 2021 and is suing its founder, claiming most of its users were fake accounts created to inflate the business' value. In September 2021, JPMorgan Chase acquired Frank, a platform that ... |
| | | | ... driven by the October adviser exam deadline. The total number of advice licensees also fell by 11% in 2022. AMP Financial Planning is the largest licensee with 546 advisers, followed by Morgans Financial on 447, Charter Financial Planning with 339, Synchron ... |
| | | | ... services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners (SMSFPP) to cater to demand from clients for more services. OFPS is a technology consulting ... |
| | | | ... time at the firm, particularly in his capacity as a member of the global strategy team and as global head of financial planning and analysis. Commenting on his appointment, Raby said he is honored to have the opportunity to lead the firm's wealth business. ... |
| | | | The proposed merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) has entered into the second round of member consultation. Recently, members have been invited to complete a survey to help ... |
| | | | The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. In its latest submission to the ALRC review of the Legislative ... |
| | | | ... advisers' ASIC-recognised qualifications shows 82% of advisers' tertiary qualifications specifically relate to financial planning, such as the Diploma in Financial Planning or its equivalent which is held by two-thirds of advisers. Further, 27% of advisers ... |
| | | | ... Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader Australian business community will have a say in recognising the breadth and diversity ... |
| | | | ... review by the Australian Law Reform Commission. Moving forward, Ripoll said that he would like to see that the financial planning industry collectively deal with this complexity by interconnecting with regulators. "Advisers won't care how many laws ... |
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