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Showing 1021 - 1030 of 4061 results for "Financial planning"

ALP victory to have meaningful impact: Daintree

HARRISON WORLEY  |  FRIDAY, 9 NOV 2018
... meaningful changes in policies that have been in place for a long time, and many retirees have based their financial planning around these policies."

Gender diversity in advice dormant

JAMIE WILLIAMSON  |  FRIDAY, 9 NOV 2018
... 34%. Close behind are the National Tax and Accountants' Association (32%), State Plus (30%) and Capstone Financial Planning (31%). Smaller, non-aligned or employee-owned licensees appear to have far higher ratios of women, accounting for 38% of total ...

More than half of advisers without association membership

JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... any professional body. According to the Financial Adviser Register, 8105 advisers identify as members of the Financial Planning Association of Australia - almost three and a half times the number identifying with the Association of Financial Advisers. ...

FPA and AFA aim to administer adviser standards

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
The Financial Planning Association of Australia and the Association of Financial Advisers are putting cases forward to manage adviser compliance schemes resulting from the industry's new education and ethics standards. The FPA told its member base ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
... entity (RSE). MGP said the acquisition will enable it to deliver an "upgraded superannuation solution to its financial planning, stockbroking and institutional client base." MGP chief executive David Heather said the transaction enables the firm to compete ...

ANZ wealth flows decline

KARREN VERGARA  |  WEDNESDAY, 31 OCT 2018
... of which are aligned advisers. What remains of ANZ's Australian business is: lenders mortgage insurance, financial planning, share investing and general insurance distribution. The group reported after-tax statutory profit of $6.4 billion, which ...

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
... education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference in Glenelg this week. Elders has now delivered 31 scholarships ...

Advice dealer group takes out governance award

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards. Elders Financial Planning took home the Team of the Year Award at a function hosted in Sydney. Elders Financial Planning general manager Tony ...

Bank-owned advice firm requests ASIC extension

DARREN SNYDER  |  MONDAY, 22 OCT 2018
... sought an extension to complete a major report as part of its enforceable undertaking. ASIC said Commonwealth Financial Planning Limited (CFPL) recently requested an extension for Ernst & Young (EY) to produce its final report on the advice firm's remediation ...

Northern Trust appoints head of quant

KANIKA SOOD  |  TUESDAY, 16 OCT 2018
... in finance from UNSW's Australian School of business and a bachelor of business and advanced diploma in financial planning from RMIT. "Bennett's extensive research on quantitative strategies and active management, across both global and Australian ...