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Showing 1471 - 1480 of 4063 results for "Financial planning"

Narev points to GFC for bank dissatisfaction

JAMIE WILLIAMSON  |  WEDNESDAY, 19 OCT 2016
... must redouble our efforts," he said. Alluding to this year's CommInsure scandal and the dissection of CBA's financial planning arm by this month's parliamentary committee, Narev told delegates that as part of this strategy they will hear more about remediation ...

Sherrin kicks goal with merger

DARREN SNYDER  |  WEDNESDAY, 19 OCT 2016
... Insurance Group is said to bring together two businesses which are focused on client relationships and long-term financial planning. Separate from the merger, Sherrin Partners has also acquired the clients of Lauder Financial Solutions. The combined ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... as a tool to enhance services rather than seeing it as threat to their livelihood. The new report from the Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery ...

Asia-Pacific leads global HNW population and wealth

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... Asia-Pacific is to hold a significant portion of their assets in cash but there is now opportunity for goal-based financial planning with a focus on growth to attract more investment."

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
Financial planning support business Strategy Steps has been sold to software product and services company knowIT to allow for greater digitalisation of the service. Effective from 1 October 2016, the sale of Strategy Steps will let previous owners Louise ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

Dunsford explains backpedal at EGM

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... Financial Advisers' (AFA) Constitution at the recent extraordinary general meeting (EGM). The director of Dunsford Financial Planning and leader of the Life Insurance Customer Group (LICG) attempted to withdraw the motion at the eleventh hour in a meeting ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... contained false statements in relation to his qualifications. The guides wrongly stated that he held a Diploma of Financial Planning and had completed certain courses related to the diploma. ASIC's investigation found that in December 2014, Williams ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... Financial Index Wealth Accountants Pty Ltd, was one of Australia's leading independent providers of retail financial planning, accounting and wealth management services; and "the Findex group was 'Australia's largest independent financial advice company'." ...