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Showing 381 - 390 of 4062 results for "financial planning"

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... involved." The group is comprised of 12 industry associations, including the Association of Financial Advisers, the Financial Planning Association of Australia, CPA Australia, Self-Managed Super Fund Association and Institute of Public Accountants. However ...

Link Group hires technology, marketing leads in super arm

ANDREW MCKEAN  |  FRIDAY, 26 AUG 2022
... senior marketing, communications and product management roles across the superannuation, funds management and financial planning sectors," Link Group said. On Naidoo's appointment, Link Group chief executive of Retirement and Superannuation Solutions ...

Remediation bills revealed amid call for levy freeze extension

JAMIE WILLIAMSON  |  WEDNESDAY, 24 AUG 2022
... billion in compensation to consumers over fees for no service and non-compliant advice. The new stats come as the Financial Planning Association of Australia calls for an extension to the adviser levy freeze. The figure is the total from ASIC show AMP ...

Registrations open for FPA initiatives

CHLOE WALKER  |  MONDAY, 22 AUG 2022
The Financial Planning Association of Australia's Future2 Foundation has commenced registrations for its annual Six-Foot Track Challenge and is now accepting applications for its 2022 grants program. The Six-Foot Track Challenge is a 35-kilometre ...

Fiducian sees record inflows, eyes expansion

JAMIE WILLIAMSON  |  TUESDAY, 16 AUG 2022
... 5%, accounting for both recent share market declines and acquisition of client bases. Fiducian acquired the financial planning arm of People's Choice Credit Union, adding $1.1 billion at the time. Fiducian said it also acquired additional FUA of $70 ...

Charter Hall sells half-stake in office fund to GIC

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... that we can provide for our members and clients." "Our team includes a mix of roles from member service to financial planning, to traditional office-type roles and into our growing internal teams in investments and administration. As a result, we expect ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
The Financial Planning Association of Australia (FPA) has called out the urgent need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... financial advice. The final sitting ran from July 28 to August 1, with results expected in the coming weeks. The Financial Planning Association of Australia welcomed Jones' plan to open consultation on education requirements but reinforced the need ...

Commonwealth Bank profit nears $10bn

CASSANDRA BALDINI  |  WEDNESDAY, 10 AUG 2022
... banking services of $22 million or 69% to $10 million, due to the wind-down and closure of the Commonwealth Financial Planning (CFP) business. Insurance income also took a significant hit, coming in at $73 million - a decrease of $72 million or 50% from ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
... they would use an end-to-end solution if it saved time and guaranteed less errors. They also said existing financial planning software providers are best placed to deliver such a solution.