The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "Financial planning"|
|... expect to benefit from the large technological and operational spend as CFS works to integrate with external financial planning, accounting and other software. "We know that advisers use a plethora of software solutions, and we think there's a huge ...|
|The Financial Planning Association of Australia has admitted to overcharging members but declined to reveal exactly how much. The FPA blamed an administrative error that incorrectly charged a higher fee for a small number of members who upgraded their ...|
|... he spent more than eight years with AMP as a development coach and business partnerships manager within AMP Financial Planning. Newman was most recently a senior financial planner with Commonwealth Bank Financial Planning and was previously a strategic ...|
|Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5 million in grants since its inception ...|
|... that was an implementation manager at NAB for six years. Ramsey is the former practice manager at Steel City Financial Planning. Prior to this, Ramsey held practice development roles at Securitor Financial Group, AMP Financial Planning and Lonsdale Financial ...|
|... Victoria-based Ahmed Saad operated Saad Wealth Management between 10 April 2012 until 16 October 2017 as a former Apogee Financial Planning authorised representative. Between 11 November 2016 and 13 October 2017, Saad obtained $1.53 million from MLC ...|
|... best in class service to our growing customer base. "At WealthO2, we are focused on changing the game in the financial planning and software space," Whelan said. "The ongoing regulatory and industry challenges facing financial advisers has served to ...|
|Former AMP financial adviser David Fong and his financial planning company Fong Financial Partners have been charged with engaging in dishonest conduct, following an investigation by the regulator. ASIC alleges in its legal action that in 2014, Fong ...|
|... AFSLs. Aligned AFSLs edge out the non-aligned at 23% and 21% respectively. The SMSF Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth ...|
|... secured a new general insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers, and compete with other general insurance brokerages offering an authorised representative service. ...|
Australian super funds growing their in-house asset management teams is having a positive impact on gender equality in investment management, with more women wanting to work with profit-to-member funds than other funds management firms.
AvSuper today advised it has invited a select number of super funds to discuss a potential merger, having determined it would be in the best interests of members to do so.
Fresh proposals from the Australian Law Reform Commission aim to simplify several complex areas of financial advice legislation.
The last sitting day for parliament this year has come and gone without progressing legislation designed to make sure those earning less than $450 a month are paid super.
|Brought to you by|
|Access a 20% EOY discount to Financial Standard's premium subscription. Available until 31 December 2021.|