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Showing 721 - 730 of 4069 results for "Financial planning"

APRA intervention blindsided AFA, FPA taskforce

ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... on individual disability income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many reforms facing the life insurance and financial advice ...

Calls for broad default life insurance system

ELIZA BAVIN  |  MONDAY, 27 JUL 2020
... campaign, includes members from AIA, MLC Life, TAL and Zurich plus the Association of Financial Advisers and Financial Planning Association of Australia. A research paper released by the group said Australia needs a broad 'default' life insurance ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... left the industry may be even higher, as some new entrants were added to the ASIC FAR in the same period. AMP Financial Planning lost the most advisers, with 153 leaving the licensee. AMPFP now has 1011 financial advisers remaining after starting the ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
... deep industry experience that has led them to develop a solution that will revolutionise the way in which the financial planning industry meets its regulatory requirements." Dodge is currently the executive director of commercial and legal advisory firm ...

New appointment to TAA board

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both ...

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... know where the money is coming from to pay for the coaching services. This seems like vertically integrated financial planning services pre-Royal Commission with no commissions or fees to be disclosed to the consumer," she said. "At least if a consumer ...

Chant West, Zenith agree on acquisition

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... Chant West lodged legal proceedings against the Zenith subsidiary on April 6. It has since sold its Enzumo financial planning software business to ASX-listed dealer group Centrepoint Alliance for $1.5 million.

AFA, FPA share bleak view of industry

ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...

New advice compliance solution launches

ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... client relationshipis critical in an increasingly competitive and changing environment, McHale added. "Both financial planning and mortgage broking were once very transactional industries driven by the sale of product, but that has now changed and they ...

Calls to investigate treatment of AMP advisers

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... investigate the AMP BOLR changes. Last year AMP made changes to its BOLR agreements, which guarantee the value of AMP Financial Planning client books, reducing them from four times annual revenue to two and a half times annual revenue. "This decision ...