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Showing 671 - 680 of 4062 results for "Financial Planning"

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... Financial Standard editorial team. The list was also screened by the Association of Financial Advisers and the Financial Planning Association of Australia prior to publishing. There are plenty of new faces on this year's list, with 23 advisers appearing ...

Calls to axe TPB for financial advisers

ELIZABETH MCARTHUR  |  FRIDAY, 23 OCT 2020
... reshuffle of the board has seen the regulator without an advice representative. Writing for FS Advice, Lifespan Financial Planning chief executive Eugene Ardino has said the TPB should be axed as a regulator for financial advisers all together. Currently ...

NAB adds to wealth client remediation

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... wealth remediation is a result of non-compliant advice given to customers, adviser service fees charged by NAB Financial Planning, ongoing liabilities NAB has responsibility for following the sale of MLC Wealth and remediation for MLC Life. The bank ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... combining to provide the final push for the industry to transform in a way that meets today's client needs." Financial Planning Association head of policy, strategy and innovation Ben Marshan noted in the whitepaper that one of the barriers for adviser ...

Cost of advice soars as red tape grows

ELIZA BAVIN  |  WEDNESDAY, 21 OCT 2020
With research showing the average cost for a Statement of Advice has increased 10% in 12 months, the Financial Planning Association of Australia (FPA) is warning of the detrimental impact ongoing reform is having on financial advisers and consumers. ...

Sam Henderson sentenced

ELIZABETH MCARTHUR  |  TUESDAY, 20 OCT 2020
... SMSF - the recommendation would have seen the client $500,000 worse off. When that client complained to the Financial Planning Association of Australia, Henderson allegedly called her "aggressive" and "nit-picking". Commissioner Kenneth Hayne did not ...

Wealth platform adds to board

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
... platform." Mortgage Choice is an ASX-listed broker for mortgages and business loans. It has been building a financial planning business and recently rebranded the division.

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... Nicky Boustred has joined as a private wealth adviser and shareholder, after running Nixon Boustred Advisory, a financial planning business based in Crows Nest, for over eight years. Boustred commenced her career in the audit and corporate finance divisions ...

FPA renews calls for advice definition changes

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
The Financial Planning Association of Australia (FPA) is once again calling on lawmakers to change the term 'general advice' to diminish client confusion and enhance confidence in the industry. Instead of 'general advice', the FPA is recommending it ...

AMP, former employee settle

KANIKA SOOD  |  WEDNESDAY, 7 OCT 2020
... by certain colleagues and superiors within the group. In particular, she named Salter, Regan, former Charter Financial Planning managing director Neil Swindells and former AMP Advice chief risk officer Pally Bargri. AMP at the time rejected the substance ...