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Search ResultsShowing 1 - 10 of 100+ results for "financial planning"
New appointment to TAA board
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... secretary and a director of Invest Blue, has joined the board. Invest Blue is an advice firm licensed by AMP Financial Planning. TAA represents AMP Financial Planning and Hillross financial advisers, and its board is made up of representatives from both ...
Super for women under scrutiny
ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... know where the money is coming from to pay for the coaching services. This seems like vertically integrated financial planning services pre-Royal Commission with no commissions or fees to be disclosed to the consumer," she said. "At least if a consumer ...
Chant West, Zenith agree on acquisition
KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... Chant West lodged legal proceedings against the Zenith subsidiary on April 6. It has since sold its Enzumo financial planning software business to ASX-listed dealer group Centrepoint Alliance for $1.5 million.
AFA, FPA share bleak view of industry
ELIZABETH MCARTHUR  |  TUESDAY, 30 JUN 2020
The Association of Financial Advisers and Financial Planning Association of Australia have appeared before the House of Representatives Standing Committee on Economics, sharing austere views of the financial advice industry. AFA general manager, policy ...
New advice compliance solution launches
ELIZABETH MCARTHUR  |  MONDAY, 29 JUN 2020
... client relationshipis critical in an increasingly competitive and changing environment, McHale added. "Both financial planning and mortgage broking were once very transactional industries driven by the sale of product, but that has now changed and they ...
Calls to investigate treatment of AMP advisers
ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... the AMP BOLR changes. Last year AMP made changes to its BOLR agreements, which guarantee the value of AMP Financial Planning client books, reducing them from four times annual revenue to two and a half times annual revenue. "This decision has drastically ...
FPA, TPB to share information
ALLY SELBY  |  FRIDAY, 26 JUN 2020
The Financial Planning Association of Australia has signed a Memorandum of Understanding with the Tax Practitioners Board, in a move which both parties say will set out a clear framework for engagement, cooperation and proactive information sharing ...
FPA Congress moves online
ELIZA BAVIN  |  WEDNESDAY, 24 JUN 2020
The Financial Planning Association of Australia (FPA) has announced the 2020 FPA Virtual Congress masterclass series will go live on July 9. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. ...
FASEA extension passes
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUN 2020
... particularly difficult the constant threats to the extension being achieved this year added significant pressure." Financial Planning Association of Australia chief executive Dante De Gori also welcomed the passing of the extensions, thanking Senator ...
FPA accuses ASIC of price gauging
ELIZA BAVIN  |  MONDAY, 15 JUN 2020
The Financial Planning Association of Australia has hit back at the corporate regulator accusing it of price gauging after increasing the industry funding levy for financial advisers by 38%. The FPA has urged the corporate regulator to reconsider the ...
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