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Showing 551 - 560 of 4061 results for "Financial planning"

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... a Cease and Desist letter to Lumiant, alleging that it breached "substantial copyright" with respect to its financial planning client engagement platform AstuteWheel. Astute claims that Lumiant's Confidence questionnaire, a series of financial health ...

Former Hillross adviser pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 13 JUL 2021
... using false documents under the Crimes Act 1900 (NSW) in Parramatta Local Court. He was a director of Nexus Financial Planning, an advice practice in Sydney trading as Hillross Bella Vista, from 8 June 2010 until 14 March 2016. ASIC reported that Nexus ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Lifespan Financial Planning has hired a risk and compliance lead who was previously a financial adviser for the firm. Adrian Caspar joins the Sydney office with 15 years' experience in compliance, risk management, financial advice and governance. Caspar ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... comparability across products. The new tool will see a refresh of several Morningstar solutions, including its financial planning software, AdviserLogic. Dixon said this will enable advisers to be more confident they are meeting their best interest obligations ...

Lying rife in life insurance applications

ANNABELLE DICKSON  |  FRIDAY, 9 JUL 2021
... is that nothing in life is certain. I'd encourage Australians to make life insurance a regular part of their financial planning," Martin said. In light of this statistic, MetLife's latest Value of Life Insurance report aims to increase customer engagement. ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... for FYG amongst those in the industry that I greatly respect spoke volumes." Bailey said. "Naturally, as a financial planning business owner you expect your licensee to be adequately resourced to meet ongoing compliance and business hygiene needs." FYG ...

Former AFA chief in new role

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... included serving as the general manager of life and investments for five years. Prior to Zurich, Kewin ran a financial planning business and worked at ING and the Associated Planners Management. At the AFA, general manager of policy and professionalism ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... month of the financial year, taking the total population to 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of ...

Connectus acquires fifth practice

KARREN VERGARA  |  WEDNESDAY, 30 JUN 2021
... South Wales-based self-licensed firm George Ferizis Group. Since 1979 the group has advised small businesses on financial planning, investment management and lending solutions, as well as accounting and tax compliance services. Founder and director George ...

Adviser slapped with four-year ban

KARREN VERGARA  |  MONDAY, 28 JUN 2021
Another former Meritum Financial Group and InterPrac Financial Planning adviser has copped a ban from the corporate regulator. From 1 April 2021, ASIC banned Hobart-based Hannah Jennings from providing financial services for four years for failing to ...