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Showing 971 - 980 of 4061 results for "Financial planning"

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
Two Financial Planning Association of Australia members have faced immediate sanctions following determinations from the association's Conduct Review Commission. On Friday the FPA said two members would be stripped of their membership and professional ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... and acquisitions which we believe are integral to our vision of being one of the most innovative providers of financial planning technology in Australia."

KPMG expands advice remediation team

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... plan service fee debacle was revealed during Royal Commission public hearings. Earlier this month Commonwealth Financial Planning was ordered by ASIC to stop charging ongoing service fees after it failed to provide ASIC with an attestation and acceptable ...

Centrepoint emerges from the red

KARREN VERGARA  |  MONDAY, 25 FEB 2019
... businesses: licensee and advice services, and funds management and administration. It has a network of 469 financial planning firms. Benbow took over the reins in April 2018 and made a raft of appointments to support the restructure. In December 2018 ...

Class appoints chief executive

KARREN VERGARA  |  MONDAY, 18 FEB 2019
... general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Bungard stepped down as chief executive in October 2018 after more than four years in the role. He joined the ...

Industry fund appoints chief executive

HARRISON WORLEY  |  FRIDAY, 15 FEB 2019
... at Commonwealth Private. Earlier, he served as chief executive of Symetry Limited and was also the head of financial planning at BankSA. Statewide Super chair Ken Williams said D'Alessandro's experience would help strengthen the company's ...

ClearView launches client-engagement guide

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... clients, in partnership with an academic. The author is Dr Katherine Hunt from Griffith University, who teaches financial planning subjects and has published papers in the client engagement side of financial planning. The 35-page guide gives a "tried ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... of the total value of major financial products. Roy Morgan said adoption of the recommendations related to financial planning will likely see a drop in the use of financial advisers to access products. "Financial planners are also likely to be impacted ...

Westpac mulls sale of in-house planners

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Westpac has confirmed it is exploring options for its in-house financial planning division, following questions from Financial Standard about a potential sale of 50% of Westpac Financial Planning. Financial Standard understands Westpac is in talks with ...

Hayne report raises professionalism stakes

JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
... currently planned to be assigned to the code monitoring bodies under the Corporations Act," Hayne writes. However, Financial Planning Association of Australia chief executive Dante De Gori has a different take. He says there is no reason why a code monitoring ...