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Showing 1351 - 1360 of 4097 results for "financial planning"

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... under a misnomer that money is the point. It's not. Lifestyle is. We need to change the way we're approaching [financial planning] and turn it into dreams, hopes, motivation, inspiration," Caboodle Financial Services co-founder Peita Diamantidis said. ...

Former AMP adviser banned for $2.5m fraud

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... Daniel Joseph Noonan stole $2,495,117 from 14 clients while operating as an authorised representative of AMP Financial Planning. The corporate regulator found that Noonan used the fraudulently obtained money to gamble and also replace funds already misappropriated. ...

Advice key to living the dream

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2017
... are more likely to have an ongoing relationship with a financial planner, according to new insights from the Financial Planning Association of Australia. New research released by the FPA shows that almost a quarter of working-age Australians believe ...

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 ...