Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 3857 results for "Financial Planning"

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... sell their business, Birt said that this is "an excellent time". "The recurring revenue multiples paid for financial planning businesses and client registers have been high over recent years. There are more buyers than sellers in the market of both full ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... debt, leaving more retirees exposed to interest rate fluctuations, and presenting an evolving challenge in financial planning for retirement." However, TAL and Investment Trends' recent Retirement Income report found fewer than 5% of retirees are concerned ...

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... including the sale of AXA Asia Pacific to AMP and, before that, the integrations of ipac Securities, Challenger Financial Planning and Genesys Wealth Advisers, and Sterling Grace. "... Ian will play an integral role in enhancing the customer experience ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...

Former adviser convicted over false documents

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... sentenced in a Perth court for three counts of dishonest conduct. Fong, who was an authorised representative of AMP Financial Planning between January 2004 to December 2014, was found to have falsified information when providing superannuation and insurance ...

AMP selects new chief technology officer

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... technology function and building a depth of talent," George said. Last week, AMP reached a settlement with AMP Financial Planning advisers in the long-running Buyer of Last Resort (BOLR) class action. The wealth manager will pay $100 million - an amount ...

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 ...