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Showing 1241 - 1250 of 4076 results for "Financial planning"

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... create a smooth transition to integrate with adviser's business process. "IRESS' XPLAN is the most widely used financial planning software and this integration will expose DomaCom to many more planners affording us the opportunity to demonstrate the ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... director of Financial Recruitment Group, Judith Beck, kicked off proceedings by announcing a new alliance with the Financial Planning Association of Australia to encourage the positive progression of women in financial planning. Challenger Technical ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... December 2012 to May 2013 he was licensed through Millennium3, and from June 2012 to December 2012 with Apogee Financial Planning. He is also a member of the Association of Financial Advisers.

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... will refund $105 million in fees plus interest to affected customers by June 2017. In 2014, CBA's Commonwealth Financial Planning (CFPL) identified and reported to ASIC that some of its customers might not have received an annual review in paying for ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...

Listed advice firm loses major shareholder

ALEX BURKE  |  THURSDAY, 14 DEC 2017
A listed financial planning and broking firm with over $40 billion in funds under advice told the ASX that a major shareholder and global financial services group has sold down its stake in the company. UBS owned 15.8% of Bell Financial Group; Bell ...

Government expert panel hands down proposed education standards for existing advisers

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2017
... that offers eight AQF8 units/courses covering fields including ethics, professional attitudes and behaviours; financial planning and the advice process; and technical requirements. For advisers that already hold qualifications at an AQF7 level or above ...

Boutique wealth manager hires banking executive

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... to the next level." Prior to Bank of Melbourne, Ayers spent almost a decade with NAB, including as head of financial planning and investments for NAB Private. He is also a former Australian Unity business development manager. On LinkedIn, Ayers said ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst, NSW. In doing so, Russell has transitioned to Elders Financial Planning. "We are delighted to welcome Claire Russell ...

ANZ sells life insurance business for $2.85 billion

ALEX BURKE  |  TUESDAY, 12 DEC 2017
... retain its New Zealand business along with its lenders mortgage insurance, general insurance distribution and financial planning arms. ANZ noted that as at 30 September 2017, total life in-force premiums were $1.7 billion. The annual profit of the life ...