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Showing 1321 - 1330 of 4096 results for "Financial planning"

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit of their ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... of last year's award said the award was a catalyst to her decision to run a coaching business alongside her financial planning business, helping people manage their finances through professional coaching. As part of the award, TAL provides the recipient ...

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... qualified to proceed to the voting round. This meant that Financial Standard had to exclude nominations for CEOs of financial planning firms, former financial advisers or those who have influenced the financial planning industry but now work at a fund ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... without warrant. With more than six years to meet the standards, Sinclair's calculations show that a Master of Financial Planning comprises 12 units, taking each roughly 12 weeks to complete. Most will receive an average of four exemptions based on qualifications ...

Former Centrepoint executive joins Praemium

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
... executive to lead its product and marketing division. Mat Walker will join the investment administration and financial planning technology platform as the new head of product and marketing in November. Walker announced his resignation at Centrepoint ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
The Financial Planning Association of Australia (FPA) is today helping celebrate World Financial Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... objectives of the clients. At the time Houghton was also a cross-endorsed authorised representative of Commonwealth Financial Planning and Dover Financial Advisers. ASIC deputy chairman Peter Kell said the regulator will continue to take action and remove ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
The Financial Planning Association of Australia believes increased red tape across the advice industry will not only reduce competition but see consumers bear the brunt of additional compliance costs. In its submission to the Productivity Commission's ...