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Showing 1471 - 1480 of 4096 results for "Financial planning"

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 ...

Make advice go viral

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
Financial planning practices should be more engaged with social media in order to spread the benefits of financial advice and build consumer trust. The pressure on businesses to have a digital presence is ever increasing, with the societal expectation ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... relationship with graduate employees in the same way you would your marriage is key to the sustainability of the financial planning profession. "Engaging millennials long-term is the key to bridging the future of any profession, and if part of your responsibility ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
ASIC has approved the Financial Planning Association of Australia's Professional Ongoing Fees Code. Announced by FPA chief executive Dante De Gori to over 1000 delegates at the opening of the 2016 FPA Professionals Congress, it is the first code to ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The growth of the financial planning industry hinges on a stronger pipeline of young talent joining the ranks - and that requires forging a relationship with them while they are still in school, said FPA chief executive Dante de Gori. "We need to replenish ...

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... future uptake of financial advice will be supported by this important industry reform." Chief executive of the Financial Planning Association of Australia (FPA) Dante DeGori said the FPA is committed to supporting members through the transitional period ...

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
NAB Financial Planning has announced it will be cutting 55 entry level adviser roles as it looks to "deliver better customer outcomes" and "position the business for future growth". NAB Financial Planning (NAB FP) revealed it will "realign its business" ...