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Showing 961 - 970 of 4061 results for "Financial planning"

ASIC approves AMP for MDAs

HARRISON WORLEY  |  TUESDAY, 9 APR 2019
ASIC granted AMP Financial Planning approval to deal in managed discretionary accounts. ASIC said it imposed additional license conditions on AMP Financial Planning as a result of approving AMPFP's application to vary its license to provide MDAs. ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
... new directors to its board. Australian Financial Complaints Authority board member Elissa Freeman and former Financial Planning Association of Australia director Louise Lakomy have been appointed to the board of the Financial Adviser Standards and Ethics ...

AMP, Griffith University support professionalism

ELIZABETH MCARTHUR  |  FRIDAY, 5 APR 2019
... financial advisers. The AMP New Entrants Scholarship will provide up to six scholarships for students studying financial planning at Griffith University. The AMP Adviser Academy Tuition Fee Bursary has also been established for students studying the ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
AMP has announced five new appointments to its wealth management leadership team. Dedicated to providing better experiences and outcomes for clients, AMP has built out the executive team charged with overseeing its troubled wealth management business. ...

Federal Budget: Industry responds

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... issues a priority by paying super on parental leave, and abolishing the $450 per month super threshold." The Financial Planning Association of Australia remarked that the budget was "balanced" and one "for all Australians." The FPA noted the Budget's ...

CPD policy publication deadline looms

KARREN VERGARA  |  THURSDAY, 28 MAR 2019
... must be completed with the written consent from the licensee. FASEA recently announced that advisers with the Financial Planning Association of Australia's Certified Financial Planner (CFP) accreditation are eligible for two credits in recognition ...

FASEA confirms CFP recognition

HARRISON WORLEY  |  TUESDAY, 26 MAR 2019
... holding a Certified Financial Planner accreditation. On Monday, FASEA confirmed those who have completed the Financial Planning Association of Australia's Certified Financial Planner professional designation will receive two credits for their efforts. ...

Super funds eye intra-fund advice shake-up

KARREN VERGARA  |  FRIDAY, 15 MAR 2019
... time to push the changes ahead with the regulators and policymakers, she said. Hostplus head of advice and financial planning Maurizio Lombardi said intra-fund advice is a highly debated topic because it's too restrictive. If it doesn't expand ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... to financial advice customers of Count Financial, Financial Wisdom and the Pathways division of Commonwealth Financial Planning. ASIC said it strongly disagreed with the approach of those licensees, citing how CBA used customer responses to questionnaires ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this week, providing accurate information on the ...

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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