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Showing 441 - 450 of 4058 results for "Financial planning"

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 ...

FPA reschedules Congress

CHLOE WALKER  |  WEDNESDAY, 9 FEB 2022
The Financial Planning Association of Australia is rescheduling its annual FPA Professionals Congress to November, taking place in-person at the ICC in Sydney. The FPA's flagship event was originally planned for 7-8 April, but following conversations ...

Class chief exits following takeover

KARREN VERGARA  |  TUESDAY, 8 FEB 2022
... general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Russell commented: "I'm very proud of the value we have delivered to our customers and shareholders and the ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
The Financial Planning Association of Australia said it does not agree with the proposed changes to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's ...