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| | | A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ... |
| | | | The Association of Financial Advisers (AFA) and Plan For Life (PFL) recognised Australia's top insurers and life risk products at a black tie event in Sydney last night. TAL received the overall Platinum Award and the Trauma award, and was a finalist ... |
| | | | While the shortest distance between two points is a straight line, National Australia Bank (NAB) head of wealth Andrew Hagger preferred to take the long way. His journey from the quiet suburb of Adelaide Hills to Melbourne CBD stretched through over ... |
| | | | Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ... |
| | | | The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this ... |
| | | | Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey. Midwinter managing director Julian Plummer argued that the survey - which tracked the responses of 288 financial advisers - indicates ... |
| | | | Australia minted nearly 45,000 new millionaires in 2014 but only a handful of them are seeking financial advice, according to Investment Trends' High Net Worth (HNW) Investor Report. Based on a survey of 3,115 Australian millionaires - holding a collective ... |
| | | | Spring Financial Group has officially listed on the Australian Securities Exchange. According to the ASX, the company raised approximately $4,450,000 in its initial public offering. Spring provides financial planning, wealth management, insurance, superannuation ... |
| | | | MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ... |
| | | | Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused ... |
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