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Showing 1111 - 1120 of 4062 results for "Financial planning"

Aussie retirement confidence dropping

HARRISON WORLEY  |  WEDNESDAY, 6 JUN 2018
... it," Clancy said. The research also found less than half of those aged 40-59 were actively involved in the financial planning of their retirement, while 47% say they can't rely on their super and other investments for their financial wellbeing in retirement. ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
The managing director of an AMP-backed financial planning dealer group with more than $23 billion in funds under advice has resigned. AMP confirmed the departure of Neil Swindells, managing director at Charter Financial Planning. Swindells was appointed ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
... we've had a significant increase in demand for our RE services. We believe having a third party RE assists financial planning groups when they begin developing their SMAs and Alan will assist with that build," he said. Ironbark also appointed a new strategic ...

Grandfathered commissions on the outer: Poll

DARREN SNYDER  |  MONDAY, 28 MAY 2018
... About one-third said they should remain (34%) and another 5% were unsure. The question followed ASIC and the Financial Planning Association (FPA) making several recommendations to the Royal Commission in second round submissions. Both called for the ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

VOFF asks Medcraft to "face the music"

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
... Commission financial advice hearings, who tweeted that he had been trying for a decade to get ASIC moving on financial planning. "Inconceivable they could ever be part of the solution," Morris said.

CBA advice executive departs

JAMIE WILLIAMSON  |  TUESDAY, 22 MAY 2018
... culture following the resignation of Belinda Jefferys. CBA told Financial Standard that general manager, bank financial planning Hugh Humphrey will serve as executive general manager, wealth management advice until a permanent replacement for McGrath ...

Fiducian acquires $35m planning business

ALEX BURKE  |  MONDAY, 21 MAY 2018
ASX-listed financial planning group Fiducian has acquired a practice with $35 million in funds under advice. The practice is based in South-East Queensland. Total consideration for the purchase is $330,000, and Fiducian said it will be funded by excess ...

Advice fintech shutters Sydney office

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... announced it was now producing statements of advice for CBA pilot programs, which will apply to Commonwealth Financial Planning, Financial Wisdom and Count. Intiger explained it was working closely with CBA program management teams to "expand production ...