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Showing 1401 - 1410 of 4096 results for "Financial planning"

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
NAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. During a regular compliance review in late 2016, NAB Financial Planning ...

First State Super appoints CFO

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... purchase of StatePlus for $1 billion in May 2016, a deal which positioned the fund as the largest member-owned financial planning network in Australia. The combined StatePlus business administers over $21 billion in retirement funds with over 200 financial ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... digital efficiencies for advisers and is an ideal partner as they are already supporting advisers with their financial planning software. Adding SuiteBox allows those efficiencies to be leveraged so financial advice is provided in a highly engaging manner." ...

Advice network buys into accounting industry

ALEX BURKE  |  MONDAY, 15 MAY 2017
... partner for us. We want to build a truly national footprint. We've seen what Paul and the team have done in the financial planning space and we want to replicate that in the accounting space." "Naturally we will look to team up with AZ NGA partner firms ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
In the wake of new Budget measures to ease pressures on housing affordability, the Financial Planning Association of Australia reinforced its stance that superannuation should not be made accessible to first home buyers. Under proposals made in the ...

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
ANZ Wealth is hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
The Financial Planning Association of Australia is taking a step forward to becoming a code monitoring body with the appointment of a new chair to its conduct review commission. Graham McDonald, a solicitor and barrister with experience in dispute resolution ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief operating officer at Mosaic, presented to Australian-based financial advisers this week on ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits said early adopters to AI stand ...

Future of ANZ Wealth uncertain amid profit slide

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... future. Back in November, ANZ chief executive Shayne Elliott said in a media briefing that selling off the bank's financial planning businesses "might be the right thing to do," primarily because "we only have so much capital to allocate and we have ...