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Showing 991 - 1000 of 4061 results for "Financial planning"

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
An $8 billion industry superannuation fund recently established a partnership with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super ...

Shareholders put NAB board in the hot seat

KARREN VERGARA  |  WEDNESDAY, 19 DEC 2018
... 304,000 customers has been closed. "We have also agreed on a remediation methodology with ASIC that will see NAB Financial Planning refund adviser service fees to those customers who didn't get the services they paid for. That is starting this week ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... considered," CBA Wealth Management chief operating officer Michael Venter said. NAB has also announced that NAB Financial Planning and NAB Direct Advice advisers will no longer accept grandfathered commissions from NAB Wealth super and investment product ...

ASIC permanently bans former Apogee adviser

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
A former Apogee Financial Planning representative has been permanently banned from providing financial advice after ASIC found he illegally took $1.4 million from superannuation accounts. ASIC's investigation of Ahmed Saad found he engaged in dishonest ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
A co-operative of financial planning and advice associations have agreed to deliver one code monitoring solution across their respective memberships as part of the wider commitment to lift ethical and professional standards. Signifying a rare moment ...

Royal Commission sparks risk book sell-off

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
... amount for such acquisitions to $1 million. Radar Results, which specialises in mergers and acquisitions of financial planning and accounting businesses, is currently working with 94 individual practices that are looking to sell their business. In terms ...

Westpac executive remuneration voted down

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... the bank let its customers down, particularly in the area of financial advice. Despite stating that making financial planning "work" within the group was underestimated, Westpac is nonetheless sticking to its guns by retaining its wealth management arm ...

FASEA to assess professional advice designations

JAMIE WILLIAMSON  |  THURSDAY, 13 DEC 2018
... their course content approved. Existing advisers that have completed a professional designation - such as the Financial Planning Association's Certified Financial Planner program or the Association of Financial Advisers' Fellow Chartered Financial Practitioner ...

FPA reviews disciplinary regulations

JAMIE WILLIAMSON  |  WEDNESDAY, 12 DEC 2018
After having its existing disciplinary processes questioned during the Royal Commission, the Financial Planning Association of Australia is introducing updated regulations from 1 January 2019. Conducted by FPA Conduct Review Commission (CRC) deputy ...