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Showing 1141 - 1150 of 4095 results for "Financial planning"

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... place between Terry McMaster and the regulator last week to see it end up like this," Kewin said. Lifespan Financial Planning chief executive Eugene Ardino confirmed Lifespan is already in talks with several Dover practices, reinforcing that any offer ...

Former Sunsuper boss links with EQT

HARRISON WORLEY  |  FRIDAY, 8 JUN 2018
... management, strategy development, sales and marketing, financial management, superannuation, risk management and financial planning in Australia and internationally," O'Brien said. "We congratulate him on his appointment and look forward to working with ...

ASIC looks into Melbourne planning firm

HARRISON WORLEY  |  THURSDAY, 7 JUN 2018
ASIC surveillance of a Melbourne based financial planning business will extend to an independent review of its compliance arrangements. Record keeping, supervision and other compliance arrangements of Melbourne-based Allied Financial Solutions are the ...

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.