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Showing 21 - 30 of 36 results for "Independently Owned Financial Professionals"

Federal Court shuts down Linchpin and Endeavour Securities

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
... directors' conduct was likely to mislead or deceive, it said. Former Association of Independently Owned Financial Professionals chair and Linchpin director Peter Daly is one of the two directors named in the court order. ASIC's interim orders obtained ...

Grandfathered commissions ban unconstitutional: Association

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
... commissions, arguing the changes may not be constitutionally valid. The Association of Independently Owned Financial Professionals informed members last week of the provisional appointment of an international law firm and "well known" QC specialising ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... years, down from the two or 2.5 that they are selling for currently," Association of Independently Owned Financial Professionals (AIOFP) chair Adrian Raftery said - a former financial planner and who works at Deakin University's Business School as a ...

More risk advisers offloading practices

KARREN VERGARA  |  WEDNESDAY, 29 AUG 2018
... back-flip and now don't lend against these trail books," he said. The Association of Independently Owned Financial Professionals executive director Peter Johnston is urging advisers who have decided to leave the industry over LIF, grandfathered revenue ...

AIOFP slams FASEA proposals, launches petition

KARREN VERGARA  |  MONDAY, 20 AUG 2018
The Association of Independently Owned Financial Professionals is urging all financial advisers to reunite and put an end to "repugnant" reforms proposed by the Financial Adviser Standards and Ethics Authority. The AIOFP announced it is taking a "politically ...

Acorns mulls ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 5 APR 2018
... account with their superannuation fund. It also partnered with the Association of Independently Owned Financial Professionals to create a new Acorns-like app for superannuation contributions. Since launching in Australia about two years ago, Acorns has ...

Acorns Australia restructures after $150m milestone

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... multiple milestones: first, it entered into a partnership with the Association of Independently Owned Financial Professionals to create a new Acorns-like app for superannuation contributions, giving Acorns the potential to address one of the biggest ...

Former Centra Wealth adviser banned

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... representative of Charter Financial Planning. He is also a member of the Association of Independently Owned Financial Professionals. With the ban effective from 22 December 2017, Alafaci has the right to appeal the decision in the Administrative Appeals ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial Professionals (AIOFP). AIOFP manager member services Ray Bailey said the deal "provides significant opportunities for AIOFP members, and ...

Micro-investment app hits 100,000 users in Australia

ALEX BURKE  |  MONDAY, 25 JUL 2016
... balances over). In May, Acorns also entered into a partnership with the Association of Independently Owned Financial Professionals to create a similar app for superannuation contributions. It operates on the same principle, with excess from "rounded ...