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Showing 981 - 990 of 4095 results for "Financial planning"

Former AMP adviser pleads guilty

JAMIE WILLIAMSON  |  WEDNESDAY, 8 MAY 2019
... and for other purposes, the regulator found. At the time, Martin was an authorised representative of Charter Financial Planning, owned by AMP. He was also previously licensed by now-defunct The Salisbury Group. Martin is due to be sentenced on August ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... continues to offload its loss-making financial advice arm, its latest interim results show. BTFG has reduced its financial planning workforce by about 28%, from a total of 939 to 679 salaried and aligned financial advisers, in the six months to March ...

CountPlus acquires stake in advice firm

KARREN VERGARA  |  TUESDAY, 30 APR 2019
... firm as Prime Financial Group offloads its minority interest. CountPlus acquired a 20% interest in Rundles Financial Planning, as well as a 40% stake in accounting firm Rundles Prime. Total consideration for the Melbourne-based firms is a cash payment ...

AFCA changes could impact PI cover cost: FPA

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
The Financial Planning Association of Australia is urging AFCA immediately consider and investigate the potential impact of its proposed legacy claims rule on professional indemnity insurance, with fears the cost of PI cover may rise. The FPA is concerned ...

First State Super integrates advice, overhauls leadership

ELIZABETH MCARTHUR  |  THURSDAY, 18 APR 2019
... result StatePlus general manager of business development and marketing James Panaretos and general manager of financial planning Andrew Vogt will depart. Panaretos joined StatePlus in 2014 and Vogt has been with the fund since 2011. "James and Andrew ...

NAB remediation bill hits $1.1bn

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2019
... provisions include non-compliant advice provided to its wealth customers; adviser service fees charged by NAB Financial Planning salaried advisers; and adviser service fees charged by NAB Advice Partnerships advisers. In fact, misconduct within its wealth ...

New role for former ClearView executive

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... head of dealer group services at ClearView Wealth joined a firm helping accountants looking to expand into financial planning. Crescere Partners appointed Andrew O'Riordan as operations manager as the firm grows to meet the increasing demand for accountants ...

Industry welcomes tax cuts and surplus

KARREN VERGARA  |  TUESDAY, 16 APR 2019
... opportunity to improve the universality of super, noting women receive on average 40% less super than men. The Financial Planning Association of Australia said the Budget was "balanced" and one "for all Australians." The Governance Institute was pleased ...

Westpac appoints acting advice GM

JAMIE WILLIAMSON  |  FRIDAY, 12 APR 2019
Westpac has appointed an acting general manager of advice to lead the transition of its financial planning business to Viridian Advisory. National head of BT Group Licensees Ashley Stewart will take on the role of acting general manager of advice from ...

FPA shuffles CRC leadership

HARRISON WORLEY  |  FRIDAY, 12 APR 2019
The Financial Planning Association of Australia has welcomed a new chair to lead its Conduct Review Commission. The FPA has shuffled the leadership of its Conduct Review Commission, with former deputy chair Dale Boucher appointed chair at the beginning ...