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Showing 571 - 580 of 4058 results for "Financial planning"

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 ...

Advisers filter clients via ethical lens

KARREN VERGARA  |  FRIDAY, 21 MAY 2021
... ethics, empathy and compassion at the forefront of their business practices. Crabbe told yesterday's Lifespan Financial Planning National Conference that some advisers are facing the dilemma of having to let go of clients and therefore revenue because ...

Salaries boosted by skills shortage

ELIZABETH MCARTHUR  |  THURSDAY, 20 MAY 2021
... most difficult to find amongst job candidates include business/financial analysis (26%), compliance (24%), financial planning and analysis (24%), risk (22%), and internal audit (22%). With limited supply and high demand in the market, these skillsets ...

Draft advice reforms not enough: FPA

JAMIE WILLIAMSON  |  WEDNESDAY, 19 MAY 2021
The Financial Planning Association of Australia used its submission on the single disciplinary body for financial advisers to renew calls to remove the Tax Practitioners Board as a regulator of the sector. While the association welcomed the plan to ...

Boutique firm expands team

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... Partners which MGD acquired in April. He was previously director at Arrive Wealth Management and director of financial planning and investment advisory at PwC. King joins from ipac Securities where he was a private client adviser for the last six years. ...