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Showing 1 - 10 of 100+ results for "AMP Financial Planning"

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... within its aligned advice network, AMP said it will "release its institutional ownership of clients from AMP Financial Planning to advisers". Managing director of advice Matt Lawler said advisers have from now to the end of the year to take advantage ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
... the BOLR Policy in breach of section 1041G (prohibition on dishonest conduct) of the Corporations Act. AMP Financial Planning was also investigated for breaches of section 1308(2) which relates to making misleading statements. The investigations resulted ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... month of the financial year, taking the total population to 19,544, latest ASIC data shows. As at July 1, AMP Financial Planning finished the financial year with 690 advisers, while The SMSF Advisers Network (SAN) had 669 representatives at the end of ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Finally, its adviser services unit comprises IOOF Alliances, MLC Connect and Lonsdale Dealer Associates. AMP Financial Planning netted 304 exits, paring down its representatives from 1038 to 734. The SMSF Advisers Network (SAN) has the largest book of ...

AMP sued for charging dead clients

JAMIE WILLIAMSON  |  THURSDAY, 27 MAY 2021
... 2019. These include AMP Superannuation Limited; NM Superannuation Proprietary Limited; AMP Life Limited, AMP Financial Planning Proprietary Limited; AMP Services Limited. AMP Life was part of AMP when the conduct occurred, but has since been acquired ...

AFA appoints partnerships GM

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... who joined from AMP. Cameron Burne joined the AFA in March and was most recently a partnership manager at AMP Financial Planning. He spent over eight years with the AMP group and prior to that was a national business development manager at Media Super ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... course of 12 months, GWM Adviser Services welcomed the highest number of advisers of 173 but lost 164. AMP Financial Planning lost 389 advisers but added 50 new representatives.

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... the end of March 2021. The SMSF Advisers Network is currently the largest advice licensee, followed by AMP Financial Planning, Morgans, Synchron and Charter. Over the course of 12 months, GWM Adviser Services welcomed the highest number of advisers of ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
... advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December 2020. AMP Financial Planning lost the most advisers of any AFSL in 2020, with 345 departing between January and December. Between December 17 and December ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... 2020, with just 60 new advisers joining, according to Rainmaker analysis of the Financial Adviser Register. AMP Financial Planning lost the most advisers of any AFSL this year, with 323 departing between January and December. The Advisers' Association ...
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