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Showing 891 - 900 of 4061 results for "Financial planning"

ASIC bans adviser again

HARRISON WORLEY  |  FRIDAY, 16 AUG 2019
... authorised representative of an AFSL for the full period. After the period ended, Aujla was authorised by Lifespan Financial Planning, before eventually becoming an Infocus Securities authorised representative in February 2013. ASIC said advisers had ...

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... Apogee and Meritum brands. The group will exit the self-employed franchise models of MLC Advice Stores and NAB Financial Planning. A simpler pricing model between MLC and advice business owners will be introduced, Lloyd said, which provides more optionality ...

Praemium FUA skyrockets

KARREN VERGARA  |  TUESDAY, 13 AUG 2019
... things for us to do," he said. The next major project is fully integrating the platform, and WealthCraft CRM and financial planning systems. The firm's international business is anticipated to become profitable next year. "We had hoped to achieve ...

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
... year's finalists are Simone Du Chesne of EQWealth, Joseph Hoe of Wealthwise, and Elliot Watson of Elliot Watson Financial Planning. Watson was also a finalist in the same category in last year's awards.Commenting, AFA chief executive Phillip ...

CFS trims corporate super distribution team

KANIKA SOOD  |  MONDAY, 12 AUG 2019
... that wealth management, which is made up of superannuation, investment, retirement and insurance products and financial planning, turned in $413 million in NPAT, down 42% year on year.

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... the finalists stood out for their work in promoting advice to females and encouraging more women to consider financial planning as a potential career. The awards, supported by the Association of Financial Advisers (AFA) and TAL, aims to "promote positive ...

CBA remediation bill drags performance

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2019
... employees. Wealth management, which is made up of superannuation, investment, retirement and insurance products and financial planning, turned in $413 million in NPAT, down 42% year on year. Funds management, which comprises Colonial First State, Commonwealth ...

Sequoia acquires dealer group

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
... acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active financial advisers. Under ...

Adviser stole $200k from SMSFs

ELIZABETH MCARTHUR  |  TUESDAY, 6 AUG 2019
... Solutions through his business RM Wealth Management. Between 2004 and 2008 Michael was a representative of Sentry Financial Planning, Solutions Wealth Strategies and Insignia Platforms. In addition to the theft, ASIC found Michael failed to disclose ...

Planning foundation adds directors

HARRISON WORLEY  |  MONDAY, 5 AUG 2019
The philanthropic foundation of the Financial Planning Association of Australia appointed an additional three directors to its board. Future2 is welcoming the appointments of former FPA chair Julie Berry, acting Commonwealth Bank executive general manager ...