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Showing 991 - 1000 of 4096 results for "financial planning"

FPA shuffles CRC leadership

HARRISON WORLEY  |  FRIDAY, 12 APR 2019
The Financial Planning Association of Australia has welcomed a new chair to lead its Conduct Review Commission. The FPA has shuffled the leadership of its Conduct Review Commission, with former deputy chair Dale Boucher appointed chair at the beginning ...

L1 eyes $70m for UK property fund

KANIKA SOOD  |  THURSDAY, 11 APR 2019
... Capital's latest UK residential property fund is expecting to raise between $60 million and $70 million as financial planning groups and rich investors hunt opportunities for attractive yields. The fund is targeting a distribution yield of 6-7%. ...

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... Authority's legislated requirements, these career aspirants will be expected to have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile ...

CBA, ASIC move to resolve AFSL conditions

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
ASIC has released the final compliance report on the conditions it placed on Commonwealth Financial Planning and Financial Wisdom in 2014. Commonwealth Bank has paid a further $2.3 million to 232 clients advised by five of its advisers, according to ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
An IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...

ASIC approves AMP for MDAs

HARRISON WORLEY  |  TUESDAY, 9 APR 2019
ASIC granted AMP Financial Planning approval to deal in managed discretionary accounts. ASIC said it imposed additional license conditions on AMP Financial Planning as a result of approving AMPFP's application to vary its license to provide MDAs. ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
... new directors to its board. Australian Financial Complaints Authority board member Elissa Freeman and former Financial Planning Association of Australia director Louise Lakomy have been appointed to the board of the Financial Adviser Standards and Ethics ...

AMP, Griffith University support professionalism

ELIZABETH MCARTHUR  |  FRIDAY, 5 APR 2019
... financial advisers. The AMP New Entrants Scholarship will provide up to six scholarships for students studying financial planning at Griffith University. The AMP Adviser Academy Tuition Fee Bursary has also been established for students studying the ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
AMP has announced five new appointments to its wealth management leadership team. Dedicated to providing better experiences and outcomes for clients, AMP has built out the executive team charged with overseeing its troubled wealth management business. ...

Federal Budget: Industry responds

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
... issues a priority by paying super on parental leave, and abolishing the $450 per month super threshold." The Financial Planning Association of Australia remarked that the budget was "balanced" and one "for all Australians." The FPA noted the Budget's ...