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Showing 1271 - 1280 of 4096 results for "Financial planning"

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
A financial planning firm recently acquired by AZ Next Generation Advisory in a private equity deal has joined Synchron's growing network. Based in Victoria's Mornington Peninsula, Dunsford Financial Planning brings the total number of authorised representatives ...

Super funds embrace derivatives to meet retirement goals

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... products grows, the latest Milliman survey shows. Milliman head of fund advisory services Michael Armitage said as financial planning shifts to more goals-based advice, more protection strategies are being employed to improve long-term outcomes and minimise ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
Consumer trust in the financial planning industry has dropped 2% in the last 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... that, he was general manager of MLC Direct and MLC Advice Solutions. He has also served as a director of Apogee Financial Planning, Meritum Financial Planning, Godfrey Pembroke and JBWere. Commenting on Miller's departure, NAB chief customer officer ...

Westpac extends domestic violence support services for staff

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
Westpac Group staff impacted by domestic and family violence will be provided with free financial planning following the introduction of a business-wide pledge to make all employees feel safe and supported at work. Employees impacted by domestic and ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of the industry reforms are still ...

Former Moneywise duo launch advice firm

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... and a mission statement to make advice easier to understand for those who need it. Licensed through Charter Financial Planning, former Moneywise general manager Paul Mann and former Australian advice leader Catherine Navarro have founded True Direction ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... including AMP, PwC, Macquarie, MLC, Colonial First State, NAB, Commonwealth Private and, most recently, the Financial Planning Association of Australia. "We're very focused on the fact that we want positive progression, meaning we're not caught up in ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...