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Showing 1031 - 1040 of 4062 results for "Financial planning"

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 ...

Advisers gain FASEA credits for existing qualifications

HARRISON WORLEY  |  SUNDAY, 14 OCT 2018
... Treasurer Stuart Robert confirmed experienced financial advisers who have already completed an advanced diploma of financial planning and also hold either an AFA or FPA designation will be eligible for a maximum of four credit units, in what Robert said ...

Advisers: Keep your clients off A Current Affair

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Royal Commission, our industry is going through a hell of a lot of turmoil. There's been so much attention on financial planning and financial advice." Parker said the financial advisers he had worked with throughout his career were "really good people ...

FPA appoints new chair, director

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The Financial Planning Association has chosen a board member to chair its board. Marisa Broome will move into the role when current chair Neil Kendall's term concludes in November. She has worked in the financial services industry for over three decades ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... Planning's Tonina Ciarrocchi, Dominique Bergel-Grant from Leapfrog LIFE, Nicole Heales of Nicole Heales Financial Planning and Heidi Schwegler of AHS Financial were all finalists this year.

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
... for his millennial clients called 'my millennial money'. "I wanted a business to compete with my own financial planning business," said James, who runs a separate social media strategy for his company Fortify Financial while employing a social ...

FPA finds Sam Henderson guilty

KANIKA SOOD  |  THURSDAY, 11 OCT 2018
High profile financial adviser Sam Henderson has been found guilty of nine of 10 alleged breaches of the Financial Planning Association of Australia's code of professional practice. The determination was delivered this afternoon by the FPA's ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... fees charged to dead customers and rebate all grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has announced it will be reviewing advice fees charged ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
... prioritised correctly with a determined timeframe and acknowledge all the possible associated risks. Henderson said financial planning is, by definition, a goals-based conversation, yet there is more room for improvement in the old world of advice. "How ...