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Showing 541 - 550 of 4061 results for "Financial Planning"

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... be able to get it and take advantage of it and only entrench their position." Appearing in a later session, Financial Planning Association of Australia chief executive Dante De Gori said ASIC's newly estimated levy will be a 340% increase since it ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...

Advice association shutters

ELIZABETH MCARTHUR  |  TUESDAY, 27 JUL 2021
... financial impact of the Coronavirus made the task of continuing impossible." The association said it hopes the Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA) and Association of Independently Owned Finance Professionals ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... within its aligned advice network, AMP said it will "release its institutional ownership of clients from AMP Financial Planning to advisers". Managing director of advice Matt Lawler said advisers have from now to the end of the year to take advantage ...

ASIC industry levy to increase

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... sustainable, and must be reviewed immediately before more practices are forced to close, the chief executive of the Financial Planning Association of Australia Dante De Gori said. "The ASIC industry levy for financial planners has gone up over 340% in ...

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... questionnaire. In serving the letter, Astute claimed that Lumiant breached "substantial copyright" with respect to its financial planning client engagement platform Astute. Astute alleged that Lumiant's Confidence Questionnaire, also a series of ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... Bryan is a lecturer on ethics and professionalism in financial advice and the economic and legal context for financial planning and is a member of various working groups at the Financial Services Council," Hamilton added.

ASIC prepares licensees for reference checks

KARREN VERGARA  |  WEDNESDAY, 21 JUL 2021
... Association conducts reference checking. Mortgage brokers are also subject to the same new regulation. The Financial Planning Association of Australia believes reference checks should be extended to general advice and to anyone that has the ability to ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
... the BOLR Policy in breach of section 1041G (prohibition on dishonest conduct) of the Corporations Act. AMP Financial Planning was also investigated for breaches of section 1308(2) which relates to making misleading statements. The investigations resulted ...