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Showing 41 - 50 of 9602 results for %22financial planning%22

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... with new investment and capital markets, and client coverage specialists. Deniz Kilic, previously with Prime Financial Planning, has joined VanEck's sales team as a business development associate, focusing on expanding the client base in New South Wales ...

Jo-Anne Bloch to chair CSLR

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
Former Financial Planning Association of Australia (FPA) chief executive Jo-Anne Bloch has been appointed by the Albanese government to lead its Compensation Scheme of Last Resort (CLSR). The scheme, which officially kicks off on April 2, aims to give ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... said. The preview of the platform's design came as Centrepoint delivered its interim results for 1H24. It flagged strong financial performance, with an 11% increase in normalised EBITDA of $4.1 million, driven by organic growth and the November acquisition ...

Canna Campbell slapped with $114k legal bill

KARREN VERGARA  |  MONDAY, 26 FEB 2024
A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... funds will have a leg up over life insurers and banks once the federal government implements its proposal to expand financial advice. This is according to industry experts who say that super funds are in good stead to bolster the availability and affordability ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... grandparent economy, AI acceleration, and social reconnection are the five megatrends shaping the future of SMSF and financial services businesses, according to McCrindle Research principal Mark McCrindle. During day two of the SMSF Association National ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
... meetings with the executive leadership. deVries replaces Sue Johnson who left six months ago to join the Australian Financial Complaints Authority as a strategic insights manager. deVries joins the $34 billion fund from Catholic Church Insurance, where ...

How advisers protect themselves from 'rogue' clients

KARREN VERGARA  |  FRIDAY, 23 FEB 2024
Financial advisers should not overlook simple yet powerful strategies when it comes to protecting themselves from "rogue" clients, according to a law expert. Peter Bobbin, a consultant lawyer at Sydney-based Bobbin Lawyers, highlighted several methods ...

Morrison divestment lifts Sequoia profits

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2024
Sequoia Financial Group reported an "abnormally high" net profit after tax (NPAT), coming in 4317% higher than the prior corresponding period. However, it also flagged "several" complaints to the Australian Financial Complaints Authority (AFCA) that ...