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Showing 731 - 740 of 4095 results for "Financial planning"

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 ...

Westpac ditches dividend

ELIZA BAVIN  |  TUESDAY, 18 AUG 2020
... The bank said there are a number of ongoing ASIC investigations into Westpac and its subsidiaries, including financial planning, super and insurance, and that it expects ASIC may initiate enforcement action once those investigations come to an end. Touching ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
... in statutory net profit after tax for the year. Net profit for the group - which includes funds management, financial planning, corporate and platform administration - was mostly flat, rising only about 1% from FY19's $10,350. Group gross revenue ...

AMP, CBA, Westpac face potential class action

ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... years to speak with them about a potential action. From AMP, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice. The FPA Advice Innovation Award has been introduced to highlight ...

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... "Recent trends demonstrate that most people take on the paraplanning role to create a strong foundation in the financial planning field, and utilise the experience to transition into other roles within the financial services industry." While outsourcing ...