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Showing 61 - 70 of 3871 results for "Financial Planning"

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... will shape a promising and transformative future for our business, setting a new standard of excellence in the financial planning sector," Gassner said. Meanwhile, TNW Solutions director Esha Khosla concurred: "We have a common objective to increase ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... converts the recording into a compliant file note that reads as a fluid conversation that captures the nuances of financial planning language. Guideway advisers have been using the technology since July 1. Last week, it was made available to the entire ...

Munich Re targets AMP over alleged reinsurance misconduct

ANDREW MCKEAN  |  WEDNESDAY, 23 AUG 2023
... Buyer of Last Resort (BOLR) terms. Its changes caused a marked reduction in the practice valuations of AMP Financial Planning advisers. In an ASX announcement, George said: "We have booked a $50 million provision in response to the judgment in the Financial ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... loved ones also lost money, including his wife and best friend. He told the program that he had been "in the [financial planning] game for 35 years" and if an "influential financial adviser" like him couldn't spot a scam then "Joe Blow out there ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... resounding endorsement of our strong growth and ability to deliver industry-leading investment solutions to financial planning businesses and their clients," he said.

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... funds," Fiducian executive chair Indy Singh said. Its acquisition of People's Choice Credit Union's financial planning business (PCCU) in February 2022 added 40 new staff members to the offices in South Australia and Darwin. At the time it was ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... Court ruled against AMP over its controversial change to the Buyer of Last Resort (BOLR) rules, backing AMP Financial Planning advisers who protested against the decline in their business valuations from 4x to 2.5 recurring revenue. Due to this change ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... network. The former aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. CBA sold Count Financial to Count in October 2019 and stopped providing licensee services through CFP-Pathways ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... clients in Western Australia for over 20 years and has twice been named Professional Practice of the Year by the Financial Planning Association of Australia, now Financial Advice Association Australia. The merger marks its first corporate transaction ...