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|... 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 ...|
|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 ...|
|... "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 ...|
|... 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. ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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 ...|
Melbourne's Warakirri Asset Management has launched new retail funds from its freshly-minted partnership with Northcape Capital.
Synchron's general manager of legal, risk and compliance Michael Jones has resigned, with a new appointment to lead the dealer group's compliance.
The Association of Superannuation Funds of Australia (ASFA) has released a six-step plan aiming to drive industry-wide productivity gains in superannuation.
The Commonwealth Bank has announced an 11.3% profit hit due to the effects of the COVID-19 pandemic and slashed its dividend by 31%.
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