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Showing 671 - 680 of 4058 results for "Financial planning"

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 ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... forward to working with both of them in the future." Euroz said Parker boasts extensive knowledge in the areas of financial planning and investment advice, specifically in equities and options trading. Parker has worked in financial services since 1981 ...

Pandemic proves value of advice: FPA

ANNABELLE DICKSON  |  TUESDAY, 6 OCT 2020
... The pandemic has been integral in highlighting the value of financial advice, according to new research. The Financial Planning Association of Australia's (FPA) inaugural Money & Life Tracker: COVID Edition reveals Australians with financial advisers ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... more valuable and informative for clients. "This helps clients better understand the bigger picture around how financial planning can assist them, and the benefits of individual strategies, making it easier for them to make informed decisions," he says. ...