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Showing 881 - 890 of 4096 results for "financial planning"

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
... Bank. Mortgage Choice chief executive Susan Mitchell said: "Tania was instrumental in leading Mortgage Choice Financial Planning since its foundation in 2012 and has led the business to reach a significant milestone of $1 billion in funds under advice." ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... forward, particularly due to the new FASEA Code of Ethics for financial advisers." A document released by the Financial Planning Association of Australia in April, when only the code and explanatory statement were available, also delved into the issue ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
The 2019 Financial Planning Association of Australia Congress is on track to be the biggest yet, with numbers of delegates registered surpassing last year's. Dante De Gori, chief executive of the FPA, said registration numbers are tracking to beat the ...

Former Apogee, GPS Wealth advisers banned

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2019
A former Apogee Financial Planning adviser has been handed a four-year ban for failing to provide appropriate advice. Meanwhile, a former GPS Wealth representative has been banned for three years for similar misconduct involving insurance products. ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
... licensees. Recent news about changes to AMP's Buyer of Last Resort agreements and a class action mounted against AMP Financial Planning appear to have gotten the attention of the ombudsman. "Following recent media reports regarding AMP Financial Planning's ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... movements across advice dealer groups in just the last three months. From July to October end, Commonwealth Financial Planning lost over 100 advisers, going from 568 to 447. Financial Wisdom, which is in the process of shuttering, lost 93 advisers, down ...

New FPA board members

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
The Financial Planning Association of Australia has appointed several new board members as a result of recent elections. Alison Henderson and David Sharpe will commence their second term on the FPA board, while William Johns joins the board for the ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
The research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to ...

Wealth income halved, Hartzer skips $1.6m bonus

HARRISON WORLEY  |  MONDAY, 4 NOV 2019
... were down 4% on FY18, which was mainly due to a reduction in wealth and insurance income from the exit of our financial planning business, higher insurance claims and the impact of regulatory changes on revenue," Hartzer said. Wealth management and insurance ...

HESTA strengthens financial advice team

ELIZA BAVIN  |  FRIDAY, 1 NOV 2019
A $53 billion industry superannuation fund has appointed a new general manager of financial planning. Chris Joiner will join HESTA in the role from Industry Fund Services where he was the executive manager of advice solution, a role he held since 2016. ...