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Showing 1121 - 1130 of 4097 results for "financial planning"

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... not disclose how many staff members are affected. A HSBC spokesperson said: "We have ceased offering retail financial planning advice as it was a small part of our offering in which we lacked sufficient scale and potential for growth." "Where redeployment ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
A survey of the Financial Planning Association of Australia's membership found 78% of those which have completed its CFP designation believe they already hold the necessary skills to comply with proposed adviser education reforms. The survey, which ...

ASIC takes financial planner to court

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... the Supreme Court, after his licensee reported him to the corporate regulator. Brett Andrew Gordon operated a financial planning business, Refocus Financial Group on the Sunshine Coast. He held a licence from Solar Financial Advisory from June 2014 to ...

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... include any undergraduate or postgraduate degree that includes at least six subjects in accounting, finance, financial planning, economics, law or tax. The AFA also believes mathematics, actuarial studies and psychology degrees should be included as ...

Catholic Super appoints CIO

KANIKA SOOD  |  TUESDAY, 3 JUL 2018
... MyLife MyMoney Superannuation Master Trust, which operates both Catholic Super and MyLife MySuper, as well as a financial planning company and a bank dedicated to the Master Trust's super members. She will have a strong focus on asset allocation ...

Wealth firms merge for growth

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
... specialist. Morrows will now house an experienced auditing division while MSI Ragg Weir can now access strong financial planning and legal capabilities. Morrows chair and director Murray Wyatt said the merger will strategically transform the current ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... they support introducing this requirement for advisers," SMSF Association chief executive John Maroney said. Financial Planning Association of Australia chief executive Dante De Gori said there is no doubt that SMSF advice will now be a significant focus ...

ABA appoints deputy chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... AMP Bank and Westpac with 35 years' experience in retail banking, finance, financial markets, treasury and financial planning.

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...