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Showing 1131 - 1140 of 4076 results for "Financial planning"

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 ...

ASIC and FPA submit recommendations to RC

HARRISON WORLEY  |  FRIDAY, 11 MAY 2018
... took exception to licensees charging fees for an offer of a service, rather than the provision of one. The Financial Planning Association (FPA) also made a raft of recommendations in its response to the Royal Commission, again centred on the removal ...

Budget 2018: Social media reaction

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... write off assets up to value of $20K until 30 June 2019 #Budget2018 - HLB Mann Judd (@HLB_MannJudd) May 8, 2018 Financial planning firm HLB Mann Judd pointed to the Budget benefits for small-to-medium enterprises. The proposed 0.5% increase to the Medicare ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... disclosure to assist customer decision making. About 2.5 million Aussies are currently on the Age Pension. Financial Planning Association's head of policy and government relations Ben Marshan said lifting the pension work bonus has a positive impact ...

Royal Commission sees increased ASIC, APRA funding

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... its caseload. It also thinks superannuation funds should not be allowed to borrow directly. Earlier today, Financial Planning Association head of policy and government relations Ben Marshan said the FPA has "supportive of the extra funding ASIC received ...

ANZ considering buy-back with life insurance paycheck

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... retain its New Zealand business along with its lenders mortgage insurance, general insurance distribution and financial planning arms. ANZ will confirm its buyback plans after it has analysed alternatives and requisite approvals.

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... starts to read his speech, here is what Australia's major financial services associations will be hoping for. Financial Planning Association (FPA) In a 45-page pre-budget submission, the association representing 13,000 financial planners sets out 19 ...