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Showing 521 - 530 of 4061 results for "Financial Planning"

CountPlus takes stake in firm

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
... and we look forward to working with the SCBA team on best market practices to grow the business, including financial planning services," Rowe said. The acquisition comes after CountPlus recorded a 59% drop in net profit to $7.1 million in its full-year ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... their last sitting thanks to a new relief proposed. Separately, FASEA has approved the new Graduate Diploma of Financial Planning offered by Victoria University. Advisers who complete this course of study will meet the education standard. It also approved ...

Lockdowns see uptick in advice seekers

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... to violence prevention services, making access to discrete and effective support even more important." The Financial Planning Association of Australia (FPA) and SMSF Association are both network members of The Separation Guide, as is the Financial Services ...

Financial adviser levy to drop

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... Model, commencing in 2022, in consultation with the Department of Finance and ASIC. Responding to the news, Financial Planning Association of Australia chief executive Dante De Gori said the news was welcome. "Today's news will provide some certainty ...

NAB fined $18.5m over misleading fee disclosure

JAMIE WILLIAMSON  |  THURSDAY, 26 AUG 2021
... impacted. "To address this issue, NAB stopped charging ongoing service fees to customers of its former NAB Financial Planning business in 2019. In 2020, we established a remediation program which has to date paid approximately $31 million to more than ...

Older Australians overlooking age care costs

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... McCallum said the figures are alarmingly low. "It is critical that aged care costs are built into later life financial planning. People are hesitating because of the negative media around nursing homes or simply denying the fact that they will need care ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... Crole flagged that Sequoia will continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried ...

FPA appoints FPEC chair

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
The Financial Planning Association of Australia (FPA) has named Sharon Taylor's replacement as chair of the Financial Planning Education Council (FPEC). Marc Olynyk is a senior lecturer in financial planning and superannuation and director of work integrated ...

CSLR unfairly locks out some victims: Maurice Blackburn

ELIZABETH MCARTHUR  |  MONDAY, 16 AUG 2021
... cap through AFCA be lifted to $2 million. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers ...

Industry associations slam last resort scheme

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... proposed compensation scheme of last resort. The Chartered Accountants Australia and New Zealand, CPA Australia, Financial Planning Association of Australia, Institute of Public Accountants, SMSF Association, Association of Financial Advisers, Stockbrokers ...