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Showing 791 - 800 of 4061 results for "Financial planning"

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... the 12 months to December 2019 to 12,976. Meanwhile non-insto aligned advisers only fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP ...

Calls for review of advice regulation

HARRISON WORLEY  |  THURSDAY, 6 FEB 2020
... CPA wants the government to reduce the regulatory burden faced by accountants, pointing to the regulation of financial planning advice as a thorn in the sector's side. It comes after CPA Australia scrapped its advice offering in July 2018 after a review ...

Pro-bono advice program for bushfire affected launches

ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
... to lend a helping hand to those impacted by the ongoing bushfire crisis can now sign up to be a part of the Financial Planning Association of Australia and Association of Financial Advisers joint pro-bono advice program. The Financial Planning Bushfire ...

AMP to pay $5m for churn

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
... interests duty by engaging in insurance churn. In a case brought in June 2018, ASIC alleged that a number of AMP Financial Planning advisers engaged in 'rewriting conduct' - providing advice that results in the cancellation of the client's ...

FPA partners with Deakin University

ALLY SELBY  |  WEDNESDAY, 5 FEB 2020
The Financial Planning Association of Australia has partnered with Deakin Business School to allow financial planners to combine a Masters of Financial Planning with its Certified Financial Planning (CFP) program. It comes after the FPA signaled in ...

Robo-advice to be worth US$1.4 trillion

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... Betterment and Wealthfront were among the first to step into this gap a decade ago. They offer algorithm-driven financial planning services with little to no human supervision." In 2017, assets under management in the robo-advice sector amounted to US$240 ...

Dealer group restructures leadership

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... career in financial services, having worked at Financial Wisdom and AXA. He has also previously served ashead of financial planning at Bank of Melbourne. Michael Jones has been promoted to general manager, legal and compliance from his role as head of ...

PIMCO puts Aussie LIT on ice

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... of investors are protected and capital markets remain efficient and globally competitive," Treasury said.. Financial Planning Association of Australia chief Dante De Gori said that FPA members currently receive about 8% of their revenue, on an average ...

AMP urged to mediate with advisers

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... Enterprise Ombudsman, Kate Carnell, has urged AMP to formally commit to mediation as it moves to exit up to 250 financial planning businesses. Carnell said over 80 AMP advisers have visited her offices in the past few months saying they are facing "financial ...

Last stand for grandfathered commissions falls over

ELIZABETH MCARTHUR  |  THURSDAY, 30 JAN 2020
... were as small as $20. Two individuals donated $10,000. One of the individuals who donated $10,000 was Lifespan Financial Planning executive chair John Ardino. The other is not on record, but Financial Standard has reason to believe it was the head of ...