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Showing 731 - 740 of 4061 results for "Financial planning"

Calls for overhaul of AFSL system

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUN 2020
The Financial Planning Association of Australia (FPA) wants a professional registration for individual advisers to replace the current system. Currently, an Australian financial services licence (AFSL) is required to provide advice. FPA chief executive ...

Advice job market not all doom and gloom

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUN 2020
... them to be comfortable with technology. "Holding your Certified Financial Planner qualification or Masters of Financial Planning may not be enough to differentiate your application without providing your best achievements," Gvalda said. "We are seeing ...

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
The buyer of Chant West's financial planning software business Enzumo has been revealed, with an ASX-listed dealer group set to fork out $1.5 million for the business. Centrepoint Alliance will acquire Enzumo from Chant West, in a move that chief executive ...

MLC Wealth appoints chair

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
... executive of BT Financial Group for six years where he was responsible for all of Westpac's funds management, financial planning, insurance, private banking, broking, platform and superannuation businesses in Australia. "This is a critical time for ...

FPA confirms redundancies

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAY 2020
The Financial Planning Association of Australia has unveiled its five-year plan, which includes redundancies. The FPA is calling its new strategy the MAC strategy, focused on members, advocacy and consumers. The plan involves a restructure of the organisation ...

Adviser banned for five years

ELIZA BAVIN  |  TUESDAY, 26 MAY 2020
... which is owned by National Australia Bank, from January 2012 to November 2012. He was then licensed by AMP Financial Planning for one month from December 2012 to January 2013. He was with Chubb Insurance Australia from January 2013 to June 2013, followed ...

FASEA unclear why advisers are quitting

ELIZABETH MCARTHUR  |  MONDAY, 25 MAY 2020
... did say FASEA takes enquiries directly from advisers and corresponds with advice associations including the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA), as well as the SMSF Association among others. ...

MLC launches new advice business

JAMIE WILLIAMSON  |  MONDAY, 25 MAY 2020
... GWM Adviser Services. It will stand alongside Godfrey Pembroke, MLC Connect and salaried adviser business NAB Financial Planning, which will soon be rebranded to MLC Advice. According to an MLC spokesperson, there is currently 81 advisers attached to ...

FASEA extension en route

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... representing different interests offered a mix of responses to the government's decision yesterday. The Financial Planning Association of Australia was pleased, and called on the Senate to "urgently" turn its attention to the FASEA extension bill. ...

How advice can conquer stigma

HARRISON WORLEY  |  WEDNESDAY, 20 MAY 2020
Hostplus' head of advice and financial planning believes providing modules of the comprehensive financial advice model might help to reduce stigmas which stop people from getting help with their finances. Appearing as part of an online panel discussing ...