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Showing 781 - 790 of 4061 results for "Financial planning"

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Morningstar will acquire a Canadian financial planning and risk-profiling software firm, in a bid to expand its advice capabilities world-wide. Morningstar has acquired PlanPlus Global, whose FinaMetrica Profiler risk software is currently available ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... advisers and mortgage brokers," the AFA said. Meanwhile The Advisers Association (TAA), formed when the AMP Financial Planning association merged with Hillross Financial Services association, called the legislation "rushed" and said it was likely to ...

Fight for MySuper advice fees kicks off

ELIZABETH MCARTHUR  |  TUESDAY, 3 MAR 2020
... currently open for consultation would stop Australians paying for financial advice from their MySuper accounts. The Financial Planning Association of Australia is among those who oppose the move. The FPA is arguing that it will create two classes of ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
... Commission in April 2018 and was questioned over a compliance audit of three of ANZ's financial advice groups - ANZ Financial Planning, RI Advice and Millennium3. The audit found 5% of advice provided did not meet the best interests duty and also that ...

FASEA extension passes

ELIZABETH MCARTHUR  |  THURSDAY, 13 FEB 2020
... will have until 1 January 2026 to complete an approved course or degree, which is an additional two years. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) lobbied for these extensions. FPA chief executive ...

De Ferrari unaware of legal action

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... will move quickly. In addition, Shine lawyers confirmed it will imminently file charges against AMP Life, AMP Financial Planning and two of its financial planning subsidiaries; Charter Financial Planning and Hillross Financial Planning. Shine said it ...

AMP faces fresh class action

ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... financial advice. The class action firm said it would imminently file the charges against AMP Life Limited, AMP Financial Planning and two of its financial planning subsidiaries Charter Financial Planning and Hillross Financial Services. The class action ...

New board member at EQT

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... Advisers' Adviser of the Year Award in 2014 and won the AFA Female Excellence in Advice Award in 2013 and the Financial Planning Association of Australia's CFP Professional of the Year in 2014. "On behalf of the board, I congratulate Ms Robson on her ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... how individual investment products stack up against the United Nation's 17 Sustainable Development Goals." Financial Planning Association of Australia head of policy and standards Ben Marshan told Financial Standard that he expects to see more product ...

Former Securitor manager joins Paragem

ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... following Westpac's exit from personal financial advice. Prior to his tenure with Securitor, Kouimanis worked as a financial planning manager at the Commonwealth Bank, and also spent several years with Colonial First State as a business development m ...