Search ResultsShowing 1 - 10 of 100+ results for "Financial Planning"
Vanguard pilots new robo offering
ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors. The offering, which is being piloted, will be called Vanguard Digital Advisor and ...
CommSec responds to sale rumours
ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... advice. CBA's advice businesses are split across its business bank (CommSec), business bank (Commonwealth Financial Planning)and NewCo (Financial Wisdom). CBA recently offloaded Count Financial to CountPlus for $2.5 million with a $200 million indemn ...
Dealer group to fight grandfathered commissions ban
ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
Lifespan Financial Planning has thrown its financial support behind the fight to retain grandfathered commissions. It has contributed $10,000 to the Adviser Regulatory Fund set up by the Association of Independently Owned Financial Professionals to ...
Industry Fund Services adopts regtech solution
KRISTI CHENG  |  FRIDAY, 13 SEP 2019
... quality and audit effectiveness. Instead of a traditional, manual compliance review of only a sample of client financial planning files, an automated pre-assessment of up to 100% of files will now be possible. Advice Regtech said it will vastly improve ...
AMP advisers prepare for battle
JAMIE WILLIAMSON  |  FRIDAY, 13 SEP 2019
... group, with the association saying AMP is simply offloading practices it can no longer profit from. The AMP Financial Planning Association has prepared legal packs for members outlining their options going forward after a survey of its member practices ...
Senate creates committee on fintech, regtech
KRISTI CHENG  |  THURSDAY, 12 SEP 2019
... products or services for up to 12 months without an Australian financial services licence or credit licence. The Financial Planning Association of Australia welcomed the creation of this committee and expressed its "full support". "It is great to see ...
Queensland-based AFSL suspended
ELIZABETH MCARTHUR  |  TUESDAY, 10 SEP 2019
... of Esk in Queensland and appears to be a family owned and operated small business with an emphasis on the financial planning needs of farmers.
AFCA ombudsman addresses adviser concerns
KRISTI CHENG  |  TUESDAY, 10 SEP 2019
... common adviser concerns regarding the authority's introduction of legacy complaints. Speaking at a recent Financial Planning Association of Australia event, Singh said AFCA will apply the standard of the relevant time in complaints where laws, codes ...
ASIC super specialist jumps to law firm
KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... services practice." "The team covers all facets of the industry, from banking and insurance to superannuation and financial planning, with the scale and depth to advise on transactions, regulatory interactions, remediation programs and everything in ...
Priced out: Advice affordability at risk
ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... What consumers really think , found Australians view cost as the main barrier to accessing advice. Lifespan Financial Planning chief executive Eugene Ardino says at the same time research revealed Australians view advice as too expensive, the industry ...
PAGE:
1
2
3
4
5
6
7
8
9
10
PREVIOUS
NEXT
Link to something igvxl1Y2