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Showing 481 - 490 of 4058 results for "Financial planning"

Former WA adviser charged with dishonest conduct

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
Former AMP financial adviser David Fong and his financial planning company Fong Financial Partners have been charged with engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... AFSLs. Aligned AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... 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. ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
The Financial Planning Association of Australia (FPA) yesterday announced the winners of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and advice practices from ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... could be a plain vanilla-type AFSL with the standard authorisations such as superannuation, risk insurance and financial planning advice, or they may have the ability to trade in options and derivatives, making them worth four times more, Radar Results ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
... than a third of Vanguard's UK customers on the platform use the Auto Invest feature. In April, UK personal financial planning customers saw their fees reduce to three times less than what the industry charges on average to a flat rate of 0.79%. "We ...

Licensee chair steps down

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... Challenger in 2004 for $99.9 million. He was also instrumental in the merger of Challenger's Garrisons Financial Planning to form Genesys Wealth Advisers, serving as the group's inaugural chief executive. Fortnum chief executive and managing ...

Gwen Fletcher Memorial Award winner revealed

ELIZABETH MCARTHUR  |  TUESDAY, 9 NOV 2021
The second winner of the Gwen Fletcher Memorial Award for 2021 has been announced by the Financial Planning Association of Australia (FPA). Sydney-based financial adviser Susan Buda of Brady & Associates Financial Advisers has taken home the award. ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... Laidlaw said: "Our focus is to ensure our members continue to receive first-class financial advice and our financial planning team benefit from enhanced career development and growth opportunities. Fiducian will provide both, which is a very positive ...