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Showing 1141 - 1150 of 4097 results for "financial planning"

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
About half of all accounting firms are considering a move into financial planning. According to Commonwealth Bank, 43% of Australia's accounting firms are planning to add or grow their wealth management and financial planning capabilities in the ...

Former ANZ GM joins NAB

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... to be part of a team focused on supporting the growth of Australian businesses. Earlier this year the bank's financial planning arm appointed a new regional advice general manager covering similar geographical areas as Motton. Adrain De Silva joined ...

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 ...