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Showing 1461 - 1470 of 4097 results for "Financial planning"

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education. Andrew Furlanetto of Victoria and Les Hayward of Western Australia were awarded the grants, designed to up-skill advisers ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... experience in financial services, largely in management of technical teams to provide information and strategies on financial planning and opportunities presented by legislation. "Kate will be instrumental in helping to build and further develop the ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... equities and debt, private wealth management, SMSFs and corporate advisory. 3. Focus on older men will kill financial planning The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. ...

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
On Friday the Queensland-based Heritage Bank sold its financial planning business to national adviser group Bridges Financial Services. According to Rainmaker Information, the deal will potentially see Bridges climb inside the top 13 planning firms ...

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Financial planning practices must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao.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 ...