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Showing 571 - 580 of 4062 results for "Financial Planning"

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 ...

Madison appoints general manager

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... and business consulting in November 2015. Her experience includes working across mergers and acquisitions for financial planning practices, business coaching and product development. Prior to joining Madison, Johns was national network manager at Capstone ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... currently 2144 active AFSLs. This is compared to 2175 this time last year, then home to 22,307 advisers. Consultum Financial Planning, which is part of IOOF, saw a net addition of 188 advisers to the group during the period, bringing its total to 385. ...

Research on education standards and morals launches

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... bodies to further build trust with the public. "The results can be compared with those of other professions, financial planning students, and of the population more generally as indicated in previous studies, both within Australia and internationally," ...

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
... Wealth Axis, which is a boutique provider of paraplanning, technology and administration support services to financial planning firms. CountPlus said the acquisition will enhance the range of services available to its member firms and is aligned with ...

Potential small carve out for annual renewal law

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... asset-based fee clients, where you need to prepare an estimate and explain the basis of the estimate". The Financial Planning Association of Australian (FPA) and AFA have written to treasury and ASIC about the issue. They listened to the associations' ...

Former adviser charged with $3.3m fraud

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... 86-year-old woman and received more tip offs from other alleged victims thereafter. Fineff was a member of the Financial Planning Association of Australia. Sentinel managing director Justin Hooper said in a statement: "Gavin informed me of the allegations ...

AMP sued for charging dead clients

JAMIE WILLIAMSON  |  THURSDAY, 27 MAY 2021
... 2019. These include AMP Superannuation Limited; NM Superannuation Proprietary Limited; AMP Life Limited, AMP Financial Planning Proprietary Limited; AMP Services Limited. AMP Life was part of AMP when the conduct occurred, but has since been acquired ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
... random than totally consistent". The study, conducted in partnership with South Africa's professional body The Financial Planning Institute and South African firm Momentum Investments, suggests variations are also being driven by "noise"; that which ...

Former adviser jailed for six years

KARREN VERGARA  |  WEDNESDAY, 26 MAY 2021
... Wales found Ross Andrew Hopkins, from Killara, guilty of 15 offences. Hopkins was the sole director of QWL, a financial planning and asset management firm. Between 14 October 2016 and 8 October 2019, Hopkins advised clients on their self-managed superannuation ...