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Showing 1031 - 1040 of 4095 results for "Financial planning"

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 ...

Lifecycle super can be better: Frontier

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... such a strategy, superannuation funds could use a generalised approach or draw form their member's tailored financial planning advice to set up the target objectives. Then, they would need to set up investment strategies and allocations for member cohorts ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
... Royal Commission. This is further dampened by latest Investment Trends research, which shows consumer trust in financial planning is at an all-time low. In the last 12 months, trust in financial advisers has dropped from a rating of 5.1 to 4.8. "Another ...

Industry fund finds new advice tech partner

JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
A $4.9 billion industry superannuation fund partnered with a financial planning technology firm as part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance ...

Industry fund hires executives

KANIKA SOOD  |  WEDNESDAY, 5 DEC 2018
... member experience, leading the different teams across the organisation that directly serve LGS members including financial planning, client relationships and the in-house member contact centre. LGS is currently undertaking a comprehensive organisational ...

Fiducian acquires Perth financial planning firm

KANIKA SOOD  |  MONDAY, 3 DEC 2018
The ASX-listed wealth and advice business is acquiring a Perth-based financial planning business that advises about $73 million of client money. Fiducian Group is spending $1.66 million on the acquisition component of the deal, funded from cash. Once ...

FASEA exam is not fair: Spot poll

KARREN VERGARA  |  MONDAY, 3 DEC 2018
... approved AQF8-level graduate diploma of eight subjects. In response, the Association of Financial Advisers, the Financial Planning Association of Australia and the SMSF Association have all flagged FASEA's recognition of prior learning as a major ...