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Showing 921 - 930 of 4061 results for "Financial planning"

Remembering Ron Grima

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JUL 2019
... recruiting and training financial advisers. He then spent two and a half years in a similar role for Lend Lease Financial Planning as state development manager. Later, he held senior roles with Perpetual, Invesco, AXA and Equity Trustees. A sports fan ...

MetLife, AFA call for more diversity in advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 JUN 2019
... quality financial advice because we believe it enables people to lead better and more prosperous lives." "We want financial planning to become the career of choice for high calibre women in Australia, so that the profession can attract and nurture more ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard ...

Former Westpac adviser permanently banned

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUN 2019
... Adviser Register, Luthra was licensed by Westpac from March 2013 to April 2016. He is also a member of the Financial Planning Association of Australia (FPA). Luthra prioritised his interests over those of his clients to maximise the fees and commissions ...

Self-licensing trend boosts ClearView offering

ELIZABETH MCARTHUR  |  TUESDAY, 25 JUN 2019
... practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial Planning Resources and Canberra-based Rightway Insurance Services have chosen LaVista to assist them in managing licence obligations. ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... business bank (where CommSec and hence, CAS sit), retail bank (where the salaried advisers under Commonwealth Financial Planning sit) and in NewCo (with Financial Wisdom). On June 13, CBA said it entered into an agreement to sell Count Financial, which ...

Advice associations meet new minister

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
... associations have met with the government's new superannuation and financial services lead for the first time. The Financial Planning Association of Australia and the Association of Financial Advisers together met with newly appointed Assistant Minister ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... groups shed more than 630 financial advisers in the three years to December 2018. Its flagship licensee, AMP Financial Planning, lost 287 advisers. At the same time, Westpac and its aligned dealer groups shed about 450 advisers. This, before its announcement ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
An ASX-listed advice group has paid $3.5 million to acquire the financial planning business of an Australian bank. MyState today announced it has entered into a sale agreement with Fiducian for the acquisition of the bank's retail financial planning ...