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Showing 71 - 80 of 3873 results for "Financial Planning"

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 ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... "Anthony's experience leading cross-functional teams across superannuation, wealth management, insurance, and financial planning has provided him with valuable insights, which will benefit our team, and ultimately our members and employers. His achievements ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Equip Super sets sights on being different

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2023
... MySuper and Transport Industry Super have been closed, while MyLife MyAdvice will now be known as Catholic Super Financial Planning and MyLife MyPension will be Catholic Super Retirement Income. Meanwhile, the Equip Super brand has been revitalised and ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
... less. Around 10% of registered advisers have exactly five years' experience. The biggest licensees such as AMP Financial Planning have on average 15.3 years of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ...

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
The Federal Court this morning has ruled in favour of disgruntled AMP Financial Planning advisers who saw the value of their practices deteriorate after the parent company controversially changed its Buyer of Last Resort (BOLR) rules. In handing down ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... FAAA announced that as of June 30, over 80% of eligible practitioner members had renewed across the AFA and Financial Planning Association (FPA). "That such a large percentage of advisers have transferred or renewed their membership is a real vote of ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive Hugh Humphrey, the transaction is reflective ...