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Showing 481 - 490 of 4095 results for "Financial planning"

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 ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... manager at the SMSF Advisers Network. Earlier in his career he was an authorised representative at Interprac Financial Planning and Hillross. "Phil has over 30 years' experience in financial services and, having also previously managed financial planning ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... spearhead iFactFind's transformation to a modern Software as a Service (SaaS) business and foray into New Zealand's financial planning market. He will also drive the group's business development strategy and work with financial advisers and AFSLs to ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... automation, greater speed and accuracy, and the integration of the platform with other software, he said. "Financial planning software is critical to advisers, and we think there's an opportunity for that to be enhanced further than how it operates ...