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|Showing 1 - 10 of 100+ results for "financial planning"|
|... advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold. The life insurer has set up AIA Financial Wellbeing, led by Pina Sciarrone, who is the chief executive ...|
|... place between July 2015 and April 2019, involving AMP Superannuation, AMP Life (now Resolution Life NZ), AMP Financial Planning, AMP Services, Charter Financial Planning and Hillross Financial Services. It is alleged the misconduct saw AMP pocket more ...|
|... be able to get it and take advantage of it and only entrench their position." Appearing in a later session, Financial Planning Association of Australia chief executive Dante De Gori said ASIC's newly estimated levy will be a 340% increase since it ...|
|Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...|
|... financial impact of the Coronavirus made the task of continuing impossible." The association said it hopes the Financial Planning Association of Australia (FPA), Association of Financial Advisers (AFA) and Association of Independently Owned Finance Professionals ...|
|Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...|
|... within its aligned advice network, AMP said it will "release its institutional ownership of clients from AMP Financial Planning to advisers". Managing director of advice Matt Lawler said advisers have from now to the end of the year to take advantage ...|
|... sustainable, and must be reviewed immediately before more practices are forced to close, the chief executive of the Financial Planning Association of Australia Dante De Gori said. "The ASIC industry levy for financial planners has gone up over 340% in ...|
|... questionnaire. In serving the letter, Astute claimed that Lumiant breached "substantial copyright" with respect to its financial planning client engagement platform Astute. Astute alleged that Lumiant's Confidence Questionnaire, also a series of ...|
|... Bryan is a lecturer on ethics and professionalism in financial advice and the economic and legal context for financial planning and is a member of various working groups at the Financial Services Council," Hamilton added.|
AIA Australia's newly launched advice business has named a chief executive to lead its efforts, as the life insurer brings some Commonwealth Financial Planning advisers into the fold.
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs.
The superannuation startup geared at self-employed workers is looking to raise $1.5 million, as it sets it sights on 60,000 members in five years.
The Australian Financial Complaints Authority (AFCA) has made changes to its procedures to weed out complaints where the consumer didn't really suffer any financial harm.
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