Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 691 - 700 of 4060 results for "Financial planning"

AMP deed of release bars advisers joining class action

ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
... participate in a class action," he said. "It's quite explicit." This clause has only come into effect since AMP Financial Planning advisers brought a class action against AMP in relation to changes made to Buyer of Last Resort (BOLR) agreements ...

Count Financial faces class action

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
... years. This is not the only class action CBA may face as the law firm also called on clients from Commonwealth Financial Planning and Financial Wisdom. In addition, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial ...

Technology can ease adviser red tape: Academic

KARREN VERGARA  |  THURSDAY, 3 SEP 2020
... an academic. Pamela Hanrahan, a lawyer and professor at University to New South Wales Business School, told Financial Planning Association of Australia members this morning that affordable advice for all and a thriving advice industry are achievable. ...

ANZ advisers launch advice boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
Four former staff of ANZ's financial planning business have started a new advice firm in Melbourne. Park Lane Advice Group in Melbourne's Cheltenham suburb is licensed via IOOF-owned Millennium 3 Financial Services. It was founded by Evguenia Rutkowski ...

AMP does not treat advisers fairly: Poll

ELIZABETH MCARTHUR  |  TUESDAY, 1 SEP 2020
... advisers who said they were facing financial ruin as a result of the BOLR changes. "Small businesses in the financial planning industry have faced a great deal of turmoil in the aftermath of the Banking Royal Commission, with hundreds of planners bearing ...

Two Sydney advice firms merge

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... combined business into the future. "We have been able to efficiently deal with all of the industry changes that financial planning practices have been faced with, and with the fantastic team that we have created we are ideally placed to look after our ...

Sam Henderson pleads guilty

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
... an interview for marketing material to promote the Sydney Graduate School of Management Master of Commerce (Financial Planning) course - which Henderson did not complete. ASIC also said Henderson's professional biographies and descriptions included ...

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... management. ASIC named Anthony Hilsley, a financial adviser at Superannuation Advisory Service trading as Wise Financial Planning, in its concise statement. The regulator alleges RI Advice was informed in 2016 that Wise Financial Planning's main ...

Super fund deputy chief departs

ELIZA BAVIN  |  THURSDAY, 20 AUG 2020
... conclusion of his contract back in April. Arnott held the role of deputy chief executive since the integration of financial planning and advice business, StatePlus, into the First State organisation in 2019. Prior to that, he was chief executive officer ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
Synchron and Lifespan Financial Planning have thrown their weight behind a radical policy suggestion from the Association of Independently Owned Financial Professionals (AIOFP). The dealer groups put their names to a document by AIOFP executive director ...