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Showing 441 - 450 of 4061 results for "Financial Planning"

Iress restructures investment management, advice roles

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... division for nearly five years and in total, has been with the AMP group for 11 years, starting out as head of financial planning for Hillross Financial Services and AMP Financial Planning. Before AMP, she worked at NAB as the head of franchise management ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers and compete with other general insurance brokerages offering an authorised representative service. ...

Aware Super advice arm to pay $20m fine

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... provided at least 17,500 customers with written disclosure documents advising them they would receive an annual financial planning review and another 7,800 customers entered ongoing advice service arrangements that included provision of an Annual Review ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... ASX-listed wealth management group after working as its director since October 2016. Rowe is the former chair of the Financial Planning Association of Australia. He was also an Australian representative at the Financial Planning Standards Board in the ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... industry stakeholders, who largely voiced concerns that the scheme should expand to all financial services. The Financial Planning Association of Australia (FPA), along with 14 other industry bodies, continue to push for expanding the CSLR's jurisdiction ...

The Advisers Association appoints chair

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
... clients." The TAA board is comprised of representatives from its member base: authorised representatives of AMP Financial Planning (AMPFP) and Hillross Financial Services.

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... bill has hit more than $1.2 billion - the highest liability among the major financial institutions. While NAB Financial Planning and NAB Private Wealth have remediated most of this amount with respect to fees for no service misconduct, NAB's former ...

Retirement Income Covenant, CCIV reforms pass

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... preparation, Hume is confident the industry is well-placed to develop and publish such strategies by the deadline. The Financial Planning Association of Australia chief executive Sarah Abood said financial planners now look forward to their clients having ...

AFA Practitioner Community appoints new leaders

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... together and let our voices be heard so that the people in power make the appropriate changes to improve the financial planning profession, not only for you but for your peers and for every Australian who should seek advice." Cachia also currently serves ...