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| | | The Financial Planning Association of Australia has today launched an online index set to allow financial planners to benchmark the success of their business relative to their peers. In partnership with global market research consultant CoreData, the ... |
| | | | ... financial times. "Well-designed strategies that could withstand such markets have been encouraged for use by our financial planners and we have seen no evidence of fear driven withdrawers from our platforms so far," Fiducian said. "Client investments ... |
| | | | ... makes it quite difficult for advisors to get a hold of that holistic view." Despite those issues, McArdle said financial planners who could find a way to implement cash management into their advice process would stand to benefit, citing the intergenerational ... |
| | | | ... acquisition increased Bell Potter Capital's loan book to almost $550 million and provides access to the independent financial planners channel. It will also provide new products for the firm's stockbroking clients. The group expects the acquisition to ... |
| | | | ... members to advocate for the extensions with their local members of parliament. "Thanks again to members and all financial planners who pushed for this with their local MP and to the AFA for their joint advocacy," De Gori said. At the second reading of ... |
| | | | ... our legal rights and we will vigorously defend any action if it comes," De Ferrari said. This week the AMP Financial Planners Association (AMPFPA) said it is anticipating a class action will be filed on behalf of its members later this month. AMPFPA ... |
| | | | The AMP Financial Planners Association is anticipating a class action to be filed on behalf of its members later this month, as it gears up to merge with the Hillross Advisers Association. Speaking to Financial Standard, AMPFPA chief executive Neil ... |
| | | | ... they've got a tool to genuinely help planners be compliant with the Code of Ethics then that is valuable to financial planners at the end of the day," Marshan said. However, he cautioned that advisers should not feel insulated against any compliance ... |
| | | | ... expertise of a financial planner," FPA chief executive Dante De Gori said. "To address this, we put a call out to financial planners to volunteer their professional expertise and time in the aftermath of the bushfires in early January and have been overwhelmed ... |
| | | | ... have a decision from the court which agrees with ASIC's case that AMP failed to monitor and supervise its financial planners properly and in accordance with its legal obligations," he said. "ASIC believes the penalty applied by the court today will ... |
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