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Showing 111 - 120 of 243 results for "Planning industry"

FOFA: Opt-in obligations, ASIC

ELISE BURGESS  |  MONDAY, 29 AUG 2011
... proposed definition in the Corporations Act. "These reforms are in fact a growth strategy for the financial planning industry," Shorten said "They also remove the red tape that has prevented low-cost, good quality advice being delivered to millions of ...

St George names new planning heads in strategy push

ELISE BURGESS  |  TUESDAY, 9 AUG 2011
... at St.George Financial Planning, managing across the three advice brands. Wong has 13 years in the financial planning industry. "These appointments will bring greater efficiency and best-practices processes to St.George Banking Group's advice channels," ...

LICs benefit from FOFA

ALISON BEVEGE  |  FRIDAY, 5 AUG 2011
... mining stocks, said the Future of Financial Advise reforms had changed the game for the sector. "The financial planning industry previously had a natural incentive to steer investors to managed funds for trailing commissions," he said. "That has changed... ...

Government bowing to pressure on super risk commissions

MATT WOODINGTON  |  THURSDAY, 4 AUG 2011
... Assistant Treasurer Bill Shorten said that although no final decision had been made, pressure from the financial planning industry and within his own party had forced a rethink. "While this is not a definitive statement, I am a little more persuaded ...

Planners unprepared for second stage clients

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... acquire two niche aged care planning practices to target a new emerging class of clients, something it said the planning industry is not ready for. Equity Trustees (EQT) is in negotiations with planning practice, Paragon Care, to acquire its aged care ...

Carbon tax ready companies to produce profits

ELISE BURGESS  |  MONDAY, 11 JUL 2011
... equivalent per year, taxed under the carbon pricing scheme, not including exempt industries. For the financial planning industry, many portfolios may be negatively affected from investments held in companies that will fall into the tax scheme arrangement. ...

Proposed tough planner rules

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
... Conway, chief executive, Institute of Public Accountants. "We encourage other stakeholders including the financial planning industry to remain focussed on the bigger picture. The FoFA reform package is about raising the bar on the quality of financial ...

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
... consolidation agenda with their merger which came about largely thanks to the matchmaking skills of financial planning industry stalwart John Godfrey. The two non-aligned financial advice groups will form a $14.3 billion wealth management business with ...

Planners risk trouble opposing FOFA

ALISON BEVEGE  |  FRIDAY, 20 MAY 2011
... incentives and kickbacks they currently receive," he said. "I'd argue the campaign being run by many in the financial planning industry is making that outcome (structural separation) increasingly likely."

Securitor to grow planner network

MATT WOODINGTON  |  FRIDAY, 29 APR 2011
... owned by BT Financial Group, currently has close to 500 planners and 240 practices within its network. As the planning industry undergoes change in the coming years there is expected to be a movement of planners to dealer groups that can add value to ...

Editor's Choice

Treasury responds to Debelle's review into the AOFM

KARREN VERGARA
Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI
Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI
MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI
Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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