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Showing 861 - 870 of 4061 results for "Financial planning"

ASIC grants compliance scheme relief

HARRISON WORLEY  |  WEDNESDAY, 16 OCT 2019
... advice sector, with Code Monitoring Australia - established by the Association of Financial Advisers and the Financial Planning Association of Australia among others - expressing its disappointment on Monday. "The heads of Australia's six leading ...

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... insurance. In the coming months, it will add tax and accounting services to this lineup. "We have a strong view that financial planning and accounting are merging," Hoyle said. "The skills required for financial planning and filing tax and accounting ...

Grandfathered commissions ban passes

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... set out in the Government's roadmap, and that the arrangements reached are workable for business." The Financial Planning Association of Australia head of policy and standards Benjamin Marshan said the FPA has long supported the phasing-out of commissions ...

AMPFPA selects law firm

JAMIE WILLIAMSON  |  TUESDAY, 15 OCT 2019
... has selected Corrs Chambers Westgarth to act on behalf of members in investigating legal action against AMP Financial Planning. This includes exploring the potential for a class action. Having met with several law firms in recent months, the AMPFPA determined ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... move has disappointed key players in the advice industry, including the Association of Financial Advisers, the Financial Planning Association of Australia and the Stockbrokers and Financial Advisers Association (SAFAA). Frydenberg and Hume said in a ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
Elders Financial Planning general manager Tony Beavan said that while the dealer group currently in a consultation period "no decision has been made yet." "Recent changes to the financial planning industry mean that it has become increasingly difficult ...

Advice associations slammed

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2019
An industry group has lashed out at the Association of Financial Advisers and the Financial Planning Association of Australia, labelling them conflicted and driven by self-interest. The United Financial Advisers Association (formerly known as the Life ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... under the Corporations Act 2001's sections 920A(1) and 920B(2). Marshall holds a diploma of financial services (financial planning) and other qualifications in SMSFs, mortgage broking and finance. He is also a member of the Association of Financial Advisers ...

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors. The offering, which is being piloted, will be called Vanguard Digital Advisor and ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... under advice. CBA's advice businesses are split across its business bank (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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