Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW
Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning"
AMP, CBA, Westpac face potential class action
ELIZA BAVIN  |  TUESDAY, 11 AUG 2020
... years to speak with them about a potential action. From AMP, Piper Alderman is interested in clients from AMP Financial Planning, Charter Financial Planning and Hillross Financial Services. From CBA, the firm is looking at Commonwealth Financial Planning ...
FPA award nominations open, new award announced
ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The Financial Planning Association of Australia has announced a new category in its annual FPA Awards, set to recognise members who have used technologies in innovative ways to deliver advice. The FPA Advice Innovation Award has been introduced to highlight ...
Adviser salaries unchanged: Research
ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... "Recent trends demonstrate that most people take on the paraplanning role to create a strong foundation in the financial planning field, and utilise the experience to transition into other roles within the financial services industry." While outsourcing ...
Lazard dumps AMP shares
ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... class actions is being brought by Shine Lawyers over insurance sold by AMP's aligned financial advisers. AMP Financial Planning advisers also filed their own class action against the company last week over its decision to slash Buyer of Last Resort Valuations. ...
Class bolsters tech team
ALLY SELBY  |  TUESDAY, 4 AUG 2020
... product delivery capabilities as we grow." Yates previously worked as the general manager of technology at financial planning software provider CCUBE Integrated Wealth. He also spent eight years with financial software provider Iress, where he was responsible ...
AMP, BT and CBA to face class action
ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... against AMP, which AMP says it will defend. The proceedings relate to financial advisers aligned with AMP Financial Planning and Hillross Financial Services. "AMPFP and Hillross are committed to complying with their obligations relating to ensuring their ...
CBA ups remediation bill for advice
ELIZA BAVIN  |  THURSDAY, 30 JUL 2020
... its customers of its aligned advice businesses including Count Financial, Financial Wisdom and Commonwealth Financial Planning. "The estimates of provisions for customer remediation payments in relation to ongoing service fees have been revised to reflect ...
Advisers file class action against AMP
JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUL 2020
... Westgarth filed an open class action against the wealth giant in the Federal Court of Australia on behalf of AMP Financial Planning advisers. The action was initially expected to be filed late last year, but was delayed due to new regulation relating ...
ASIC terminates illegal investment scheme
ALLY SELBY  |  WEDNESDAY, 29 JUL 2020
... Mubashir Mohammed. The scheme related to MyWealth Manager Financial Services (trading as MyWealth Manager) and 3M Financial Planning (which traded as MCube Planners). Mustafa Mohammed was an authorised representative of AMP from October 2013 to March ...
APRA intervention blindsided AFA, FPA taskforce
ELIZABETH MCARTHUR  |  TUESDAY, 28 JUL 2020
... on individual disability income insurance. Association of Financial Advisers chief executive Phil Kewin and Financial Planning Association of Australia chief executive Date De Gori discussed the many reforms facing the life insurance and financial advice ...
PREVIOUS
NEXT
Link to something nGVSiIYy