Search Results | Showing 521 - 530 of 4058 results for "Financial planning" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount. |
| | | | ... boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and Melbourne. Jacaranda has 24 staff ... |
| | | | ... actions that involves Colonial First State Investments (CFSI). The advice class action relates to Commonwealth Financial Planning, Financial Wisdom and CommInsure, which alleges that advisers failed to act in customers' best interest when recommending ... |
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