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Showing 561 - 570 of 4061 results for "Financial Planning"

Stonehouse acquires risk advice firm

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... Solutions, a subsidiary of Countplus, between 2012 and February 2020. It moved licensees, operating under Lifespan FInancial Planning until this month when Owen announced that Stonehouse will take over. Owen told Financial Standard that regulation of ...

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... January 2022, transferring its powers to ASIC. ASIC will be responsible for administering the adviser exam. The Financial Planning Association of Australia (FPA) chief executive Dante De Gori said the FSCP is an important reform for the profession. "Creating ...

Court orders new group definition in CBA advice class action

KANIKA SOOD  |  WEDNESDAY, 23 JUN 2021
... were filed by Diana Tyrrell and Edward Thomas. They claim that financial advisers working for Commonwealth Financial Planning and Financial Wisdom recommended their clients take out life insurance policies through former CBA subsidiary Commonwealth Mutual ...

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ...

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
Lifespan Financial Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... communication, transparency and trust." "In recent years, the concept of a technology stack has become a hot topic in financial planning, as licensees and advisory firms look to technology to help drive practice efficiencies and client satisfaction and ...

JANA hires from Mercer

ANNABELLE DICKSON  |  TUESDAY, 15 JUN 2021
... recent role. He was previously a senior investment analyst at ClearView Retirement Solutions and worked in financial planning at Commonwealth Bank. Maher will work closely with fellow co-head of not-for-profit Michael Karagianis who was appointed to ...

FPA to manage $1.5m scholarship mandate

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships. The scholarships, which are part of the Women's Leadership and Development Program, aim to assist more ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... comprises $150,000 of cash paid upfront. The two firms are formerly authorised representatives of Interprac Financial Planning. Interprac head of advice and compliance Mike Butler told Financial Standard that the two practices used Interprac Financial ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and IOOF, has shifted to the Count Financial network. DMCA Advisory director ...