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Showing 21 - 30 of 100+ results for "financial planning"

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... identified and a system refresh was being completed. However, the platform remained down for two more days. Verante Financial Planning adviser and SMSF specialist Liam Shorte told Financial Standard the outage left part of his business "paralysed for ...

Colonial First State adds to board

KANIKA SOOD  |  THURSDAY, 5 AUG 2021
... superannuation services, and head of Mercer's US-based global innovation hub. She has also served as the Financial Planning Association of Australia's (FPA) chief executive ending in 2010, and director. "Jo-Anne brings a wealth of experience ...

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina Sciarrone, who is the chief executive ...

AMP sued over corporate super misconduct

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
... place between July 2015 and April 2019, involving AMP Superannuation, AMP Life (now Resolution Life NZ), AMP Financial Planning, AMP Services, Charter Financial Planning and Hillross Financial Services. It is alleged the misconduct saw AMP pocket more ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... be able to get it and take advantage of it and only entrench their position." Appearing in a later session, Financial Planning Association of Australia chief executive Dante De Gori said ASIC's newly estimated levy will be a 340% increase since it ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... financial impact of the Coronavirus made the task of continuing impossible." The association said it hopes the Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA) and Association of Independently Owned Finance Professionals ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... within its aligned advice network, AMP said it will "release its institutional ownership of clients from AMP Financial Planning to advisers". Managing director of advice Matt Lawler said advisers have from now to the end of the year to take advantage ...