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Showing 1351 - 1360 of 4062 results for "Financial planning"

FSU calls out NAB for lack of standards

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
Any compliance breaches made by NAB Financial Planning around the incorrect witnessing of Beneficiary Nomination forms prior to 31 May 2017 should not be included in the new conduct background check protocol. That is the view of the Finance Sector Union ...

Mercy Super appoints new chief executive

ALEX BURKE  |  FRIDAY, 16 JUN 2017
... from Davidson Consulting, where she was also chief executive. Before that, she was Queensland state head of financial planning at BT Financial Group and managing director of MAP Funds Management and MAP Financial Planning. She also held multiple roles ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
... advisory support is likely to influence the future direction of this policy. According to reports in the US Financial Planning news service, the Aite Group estimates digital advice in the US could reach A$600 billion by next year.

CBA advice compensation reaches $29m

ALEX BURKE  |  THURSDAY, 15 JUN 2017
The amount of compensation offered to Commonwealth Bank financial planning customers has reached $29 million, according to the seventh and final Promontory report into the Open Advice Review Program. Of that amount, $22.9 million has been paid so far ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... technology solutions, with about three-quarters of advisers planning to spend and invest more in advice and financial planning technologies over the next 12 months. That is a key finding of a new report from Netwealth, showing that 69% of advisers plan ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... their practices into truly client-centric businesses. Advisers will be able to engage clients in a number of financial planning processes from simple meetings, to completing applications to statement of advice delivery," McDonnell said. "It allows the ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... papers that will be published on Financial Standard ''s four magazines: FS Advice - The Australian Journal of Financial Planning ; FS Super - The Journal of Superannuation Management ; FS Private Wealth - The Journal of Family Office Investment and FS ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows. About one-quarter of respondents in the market research firm's annual survey of the most highly-regarded ...

Mercer vet takes reins at former Pillar offices

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... Before that, she was Mercer's financial advice leader in Sydney. Before Mercer, Bloch was chief executive of the Financial Planning Association, deputy chief executive of the Investment and Financial Services Association and a consultant at Macquarie ...

Former Garvan adviser banned for $2.4m theft

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
A jailed former authorised representative of Garvan Financial Planning was permanently banned by ASIC for misappropriating client funds. Patrick Simon Mitchell was banned by the regulator, having been sentenced to eight years in prison after pleading ...