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Showing 21 - 30 of 812 results for %22AMP Financial Planning%22

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 ...

Settlement approved in AMP shareholder class action

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
The $110 million settlement that was reached in the long-running fees-for-no-service class action against AMP was approved by a judge yesterday. The class action was filed in June 2018 and came on the back of misconduct made public by the Royal Commission. ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... of head of sales growth and retail distribution for a little over three years. Prior to that, she spent over eight years at AMP in various roles, including head of sales growth development and national account manager. Further, VPB appointed Shaun Nesbitt ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... graduates into the financial planning profession. Trevaskis was most recently the learning and professionalism manager at AMP and over the years held various education roles. She created and managed the AMP University Challenge game and oversaw the training ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... (SMSF), including posing liquidity challenges. According to a recent report conducted by the International Centre for Financial Services (ICFS) at the University of Adelaide and commissioned by the SMSF Association (SMSFA), it is expected that members ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... variety of roles across product development, regulatory change, operations, and sales functions at institutions including AMP, BT Financial Group, Kaplan Professional Australia, AXA, and AIA. Most recently, she served at MLC Life head of technical services ...

AMP challenges BOLR court ruling

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... AMP is appealing the Federal Court's Buyer of Last Resort (BOLR) ruling that determined in favour of AMP Financial Planning advisers who saw the valuations of businesses slashed by 40%. AMP filed a Notice of Appeal in the Federal Court yesterday ...

Nanuk hires from Ellerston

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... clients. Irvine spent nearly two years as the investor relations manager at Ellerston Capital. Prior to that he worked at AMP Capital as a client account manager in aligned wealth and client services consultant in reporting. His past experiences include ...

Older Aussies are retirement illiterate: Survey

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... for not understanding the basics about retirement, a new survey shows. A whopping 70% of 50-year-olds and over canvassed by AMP do not understand what an account-based pension is, while an equal number believe the current state of the retirement system ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... Financial advisers have more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned ...