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Showing 1321 - 1330 of 4064 results for "Financial Planning"

Fiducian flags advice acquisitions in report

ALEX BURKE  |  FRIDAY, 18 AUG 2017
... will remain on generating inflows through organic and inorganic growth. This implies further acquisitions of financial planning client bases that satisfy our strict quality criteria and as well, expanding the franchisee network so we can continue to ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
... "Wealth Management performance benefited from record growth across our investment business and improvement in our financial planning business. Our income funds outperformed their benchmarks and higher demand from retail and wholesale clients helped increase ...

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... Advisers, Annette Pulbrook, believes it is critical that an overriding code of ethics governs the activities of the financial planning profession with a code of behaviour and code of practice that's beyond the personal and moral obligations of any one ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... and the retirement income system, ultimately increasing house prices and the strain on the Age Pension," the Financial Planning Association said in a submission to treasury. The FHSSS was originally proposed to apply to eligible contributions from 1 ...

Government names advice standards chief

ALEX BURKE  |  MONDAY, 14 AUG 2017
... take on the role at FASEA on September 18. Sanders was also previously the chief professional officer at the Financial Planning Association and the general manager of Financial Services Education Agency Australia. He has also held roles at New England ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... wealth management business and earn a larger share of revenue. The advice arm, which includes AMP Advice and AMP Financial Planning, reported a 99% retention rate on core licensee adviser practices in the first half, with an average AUM per adviser practice ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
... McPhersons has established "an enviable reputation for technical excellence within the Queensland accounting and financial planning community." "We are delighted to say that Lyn Formica, Allan McPherson and their excellent team of SMSF education and ...

Aura appoints new head of distribution

ALEX BURKE  |  THURSDAY, 10 AUG 2017
Having recently boosted its financial planning network through an acquisition, Aura Group is also welcoming a new head of distribution. Chris Faddy joined Aura in May from Vantage Point Asset Management, where he was head of distribution and client ...

Intiger seeks global scale with leadership change

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
A management reshuffle at financial planning software provider Intiger Group will see its managing director renew focus on the global business' expansion plans. Following the successful launch of its BOOM platform, Intiger has announced that founder ...

First home super scheme may not make it to parliament in 2018

EMMA RAPAPORT  |  TUESDAY, 8 AUG 2017
... with the Bill (currently before Parliament) which proposes to enshrine an objective of superannuation." The Financial Planning Association has similarly provided reserved feedback, using their submission to treasury to warn of the risks of unintended ...