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Showing 1161 - 1170 of 4095 results for "Financial planning"

ANZ culls sales incentives for planners

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. The bank is also offering a no-cost advice review to all its financial planning customers who "may have concerns about ...

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
... focus to growth. Our M&A capability will be an integral part of this phase," Rowe said. Last month, a CountPlus financial planning member Robson Partners acquired 100% of New South Wales accounting practice Walker & Andrews. CountPlus described the acquisition ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... included in the 1H17 results, strengthening of claims provisioning in 1H18 and lower new business volumes in ANZ Financial Planning. Average funds under advice in ANZ Financial Planning dropped by 2% on the prior corresponding period to $10.6 billion. ...

Uncertainty abounds future of advice regulation

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
... inquiry into financial advice on Friday, Senior Counsel Assisting Rowena Orr said the testimonies provided by the Financial Planning Association of Australia, the Association of Financial Advisers and ASIC gave rise to numerous questions around the adequacy ...

Government to increase SMSF member limit

KARREN VERGARA  |  MONDAY, 30 APR 2018
... years, arguing they will prove extremely beneficial to the SMSF sector by reducing red tape," he added. Verante Financial Planning director and SMSF specialist adviser Liam Shorte said on Twitter having six members opens up strategy options that can ...

Sixty per cent of FPA members hold degree

HARRISON WORLEY  |  MONDAY, 30 APR 2018
Responses to a Financial Planning Association of Australia questionnaire indicate the education levels of its members compare favourably to the planning industry overall. After 3200 members responded in the fortnight since the FPA issued its questionnaire ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... Henderson's RC hearing 26 April: De Gori comes forward, Dover stays out The day's proceedings kicked off with Financial Planning Association of Australia (FPA) chief executive Dante De Gori fielding questions about high-profile member Sam Henderson's ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Social media commentators have called for structural changes to the financial planning industry after the Royal Commission wrapped up its investigation into financial advice this week. After a fortnight of revelations during the Royal Commission's probe ...

ROYAL COMMISSION: Our top stories

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... Today Show'. AMP kept unsuspecting clients in the dark: RC The Royal Commission censored the names of two AMP financial planning clients who currently don't know they are the victims of improper advice provided by an authorised representative. AMP knew ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... his self-managed superannuation fund which he sold in 2017 following a complaint by a former client to the Financial Planning Association of Australia. "When they floated, I was offered shares in the company, which I took up. It did come up in the FPA ...