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Showing 701 - 710 of 4095 results for "Financial planning"

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... registrations ceased, meaning its total adviser headcount was 440 - an increase of 36 advisers. In net terms, Lifespan Financial Planning was the winner with 62 additions. It ended September with 254 current advisers, after 101 new registrations and ...

FPA announces three board additions

ELIZA BAVIN  |  TUESDAY, 27 OCT 2020
The Financial Planning Association of Australia (FPA) has announced the appointment of three new additions to its board. Kearsten James, Julie Matheson and Julian Place have been elected to the FPA board. James and Place will serve on the board for ...

Super SA hires former Elders manager

ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
... appointed as senior manager financial advice at the fund. He was previously the regional manager for Elders Financial Planning in South Australia and Western Australia. Super SA chief executive Dascia Bennett said Allan "brings a wealth of experience ...

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.