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Showing 1371 - 1380 of 4096 results for "Financial planning"

AAT upholds ex-AMP adviser ban

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
... best interests or informed them such policies could easily be transferred. Panganiban, who was part of AMP Financial Planning between February 2011 and July 2014 when the investigation took place, received the full rate of commission hence boosting his ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... adviser, the advice licensee and the investments suggested. ASIC investigated NAB, Godfrey Pembroke, Apogee Financial Planning, GWM Adviser Services, Meritum Financial Group, and JBWere, with the non-disclosure resulting from a failure to update template ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Live polling conducted at the Financial Planning Association of Australia's National Roadshow demonstrates a strong margin of financial advisers support the association's proposals around the forthcoming education and professional standards legislation. ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... final piece of that puzzle. "At the end of the day, clients want all of the advice - they want tax advice, financial planning, property advice - it's the practitioners that are the ones segregating them all," Rocks told Financial Standard. He predicts ...

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
The Financial Planning Association of Australia is voicing its support for ASIC's definitions on independent financial advice. FPA chief executive Dante De Gori said it is important to note that the definition of 'independent' under s923A of the Corporations ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

ASIC bans ex-AMP adviser

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... duties in providing superannuation and insurance advice. David Fong was an authorised representative of AMP Financial Planning between January 2004 to December 2014, as well as a credit representative for more than four years. ASIC was concerned about ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Fiducian retains custodian

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2017
... selected by the Fiducian team." Through a number of acquisitions over the past two years, Fiducian has grown its financial planning business by $340 million, bringing its total funds under management, administration and advice to over $5.5 billion.