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Showing 1431 - 1440 of 4063 results for "Financial planning"

Former ANZ planner cops ban

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
ASIC has banned a former ANZ Financial Planning representative for five years. The regulator found that Andrew TambyRajah of Sydney engaged in misleading and deceptive conduct while employed by ANZ Financial Planning between 19 January 2006 and 30 July ...

ASIC probe reveals 185 more CBA compo cases

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
KordaMentha Forensic's third report on the varied licence conditions imposed on Commonwealth Financial Planning and Financial Wisdom has revealed compensation has been offered to a further 185 cases. The report was required under the additional conditions ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there ...

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
Financial planning practices will need to look to other professions for successful licence and ownership arrangements if they wish to have control over the value of their practice. Business strategy consultant at AdviceIQ, Paul Harding-Davis, said the ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... talks with a number of advisers that are looking to outsource the management of their client's finances as many financial planning and accounting firms can't or don't seek to be specialist money managers. The new models will be managed by The Lunar G ...

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
As more than 80% of financial planning clients report high levels of trust and satisfaction with their financial advisers, the industry has an opportunity to share these experiences and help educate Australians. A new university study led by researchers ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... and Suncorp Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial planning and wealth advice to clients. Poole will start his new role on 1 January 2017. "With almost three decades' experience in ...

Long way to go on professional standards: FPA

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
Financial Planning Association of Australia chief executive Dante De Gori has warned the journey toward introducing a minimum professional standard is far from over, despite the legislation being tabled last week. Speaking to Financial Standard, De ...

OneVue hires former YBR wealth CEO

ALEX BURKE  |  FRIDAY, 25 NOV 2016
... five years. Prior to that, he was NAB's executive general manager, NAB Broker and executive general manager, financial planning and third party at MLC. In his new role Lawler will take over responsibility for OneVue's distribution strategy, liaising ...

Kathy Havers from Catalyst wins Future2 award second-year running

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A financial planner from Melbourne has taken out the Financial Planning Association of Australia's 2016 Future2 community service award for the second time. Kathy Havers of Catalyst Financial Group was presented with the award at the annual Future2 ...