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Showing 13021 - 13030 of 18280 results for "Plan"

FPA meets with Capstone on remuneration

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Jo-Anne Bloch, chief executive at the Financial Planning Association (FPA), has met with Capstone Financial Planning to discuss potential changes ahead to planner remuneration models. Bloch's presentation in Melbourne was designed to provide the network's ...

Banks to face liquidity crisis "fire drills": APRA

MICHELLE BALTAZAR  |  TUESDAY, 15 SEP 2009
Starting next year, Australian banks could be subject to "fire drills" that test how well they can cope with a severe market disruption, under new liquidity reporting rules proposed by APRA. APRA has released a discussion paper that proposes major changes ...

PIS in Westpoint compensation deal

ASIC RELEASE  |  TUESDAY, 15 SEP 2009
Professional Investment Services has reached an agreement with ASIC to settle a class action brought by the corporate watchdog in relation to failed Westpoint investments. The proceeding concerns a claim for compensation relating to financial advice ...

Ban flipping arrangements: ISN

RUTH LIEW  |  TUESDAY, 15 SEP 2009
Industry Super Network is calling for the immediate ban of 'flipping' - the transferring of members from a wholesale fund to a more expensive personal super product - citing high fees and increased insurance premiums as key problems of the practice. ...

Garvan and Apogee adopt fee for service

RUTH LIEW  |  TUESDAY, 15 SEP 2009
MLC-backed Apogee Financial Planning and Garvan/MLC Financial Planning are transitioning to a fee for advice model from 1 July next year. In a press statement released today, MLC confirmed that both Apogee and Garvan would adopt the new model for all ...

Coin partners Lonsec research

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Coin Software has added Lonsec as a supplementary research provider. This means financial planners using Coin Office software can access in-depth unlisted investment research from Lonsec. Lonsec will also provide monthly one-page reports, fund updates ...

Mercer restructures outsourcing business, Walters exits

MICHAEL HOBBS  |  MONDAY, 14 SEP 2009
Mercer is revamping its outsourcing business resulting in several new roles being created and senior executives including financial advice leader Scott Walters leaving the firm. As part of the changes, Mercer has replaced the financial advice leader ...

FSA fines firm for bad advice

FSA RELEASE  |  MONDAY, 14 SEP 2009
UK-based Financial Services Authority (FSA) fined a financial advice firm $27,000 for failing to match client appetite for risk with appropriate investment products. The regulator found the Henry Neil practice advised clients to sell segments of existing ...

Integrity hires former UBS exec

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
... director at Integrity Investment Management. "As our client numbers grow we are continuing to invest in our business and plan on making at least two more CRM appointments in the near term, with at least one of those persons to be based in Melbourne." ...

Property still in favour

RUTH LIEW  |  MONDAY, 14 SEP 2009
Planners with clients looking to rejig their asset allocation take note - more than 70 per cent of consumers are preferring property over shares, figures from Archicentre show. A snap consumer poll by Archicentre, the building advisory service of the ...