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Showing 1411 - 1420 of 4063 results for "Financial planning"

House passes professional standards bill

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
Federal laws which will affect the future of the financial planning industry passed the House of Representatives last night. The Corporations Amendment (Professional Standards of Financial Advisers) Bill, which was first introduced into Parliament in ...

CBA to pay $23 million for poor advice

JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2017
... costly financial advice. Promontory Financial Group confirmed it has completed all assessments of Commonwealth Financial Planning and Financial Wisdom customers who requested an evaluation as part of CBA's Open Advice Review program; more than 8600 cases ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... change the way they do business today." Ignition Wealth chief executive Mark Fordree said: "XPLAN is the leading financial planning solution in the market and we are delighted to now offer our clients a range of XPLAN services to help them better leverage ...

TelstraSuper rolls out digital makeover

MICHELLE BALTAZAR  |  WEDNESDAY, 1 FEB 2017
... their super and investments critical. Reflecting this, TelstraSuper was one of the first super funds to offer financial planning services to their members. "But we have strong representation across the different age ranges and a fast growing retiree ...

Cahill resigns from Club Plus Super

EMMA RAPAPORT  |  TUESDAY, 31 JAN 2017
Long-serving Club Plus Superannuation chief executive and director of Club Plus Financial Planning Paul Cahill is resigning from the fund. Cahill was appointed the inaugural chief executive of Club Plus Super and has been chief executive of the NSW ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Two senior hires will join NAB Financial Planning in April. NAB's advice business is welcoming Andrew Gregory as general manager, Victoria/Tasmania and Gary Wood as head of client experience and advice development. Both join NAB from AMP. Gregory was ...

Adviser appeals ASIC ban

EMMA RAPAPORT, JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2017
... authorised representative of Synchron, at the time of the incident questioned by the FPA he was licensed by Roan Financial Planning. The FPA stated it is still considering determinations to be made against Tindall, stating: "An announcement on the CRC's ...

CPA creates planner education solution

EMMA RAPAPORT  |  FRIDAY, 20 JAN 2017
Participants who complete four new financial planning subjects under a program from Certified Practicing Accountants Australia will have the knowledge requirements to attain RG 146. According to the CPA Australia website, the Financial Planning Fundamentals ...

FPA expels cheating member

EMMA RAPAPORT  |  THURSDAY, 19 JAN 2017
... vital role in regulating the conduct of FPA members and upholding the highest ethical standards within the financial planning profession. "Any breach of the FPA Code is taken very seriously as it undermines the reputation of all members. The CRC has ...

Swell in advisers seeking higher education

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2017
... cognisant of higher education being conducive to future success. According to Kaplan, enrolments into its Master of Financial Planning program's first study period of 2017 have increased by 20% year on year, with enrolments increasing 25% overall since ...