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Showing 51 - 60 of 3947 results for "financial planning"

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... $100,000 is a fair or reasonable result." In July 2023, the Federal Court determined that AMP's devaluation of AMP Financial Planning (AMPFP) practices from 4x to 2.5x recurring revenue was "unconscionable". AMP also changed the multiple for grandfathered ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence director and financial ...

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
... Fund Services (IFS) and financial services software provider Iress to develop the platform. Hostplus head of financial planning and advice Maurizio Lombardi said that SuperSmart takes the fund's offerings to the next level with its user-friendly, fully ...

Federal Court approves AMP BOLR class action settlement

KARREN VERGARA  |  MONDAY, 9 SEP 2024
... larger payout and making AMP accountable for its actions. Justice McElwaine approved the settlement amount AMP Financial Planning (AMPFP) must now pay financial advisers who saw the value of their practices deteriorate on the back of parent company AMP ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... Financial Standard was nominated in, BT Managed Accounts scored Managed Account Offering of the Year, and Lifespan Financial Planning was awarded Dealer Group of the Year. "We are fortunate to work alongside many outstanding partners, including advice ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... 27% rise in revenue and operating profit growth of 91%. Sequoia liquidated its troubled advice firm Libertas Financial Planning last year, which failed to pay an Australian Financial Complaints Authority (AFCA) determination two months prior to it folding. ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... follows the recent white paper released by Allianz Retire+ which advocates for a shift in focus in retirement financial planning. "Australians are looking to embrace a second act that could span 25 years or more, but many don't feel financially prepared ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... Queensland. Brand is the founder of Brand Financial and brings over two decades of expertise in wealth management and financial planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused financial advice ...

ASIC scraps Libertas' AFSL for unpaid compensation

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... be expected to pick up the cost of a bunch of these complaints? Why did Sequoia Financial Group put Libertas Financial Planning into liquidation and why did they avoid paying out on this AFCA determination? Does this suggest that we should expect a lot ...