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Showing 1491 - 1500 of 4097 results for "financial planning"

ANZ improves OneCare for advisers

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... streamlining processes. It also comes at a time when ANZ chief executive Shayne Elliott has flagged selling the bank's financial planning business. ANZ said funding flexibility will be available through Secure SuperLink, allowing customers to split up ...

Elders celebrates award winners

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Elders Financial Planning has rewarded excellence in financial advice by naming its award recipients across the dealer group and announcing the first two recipients of its education scholarship program. Announced at the Elders Financial Planning Conference ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... discussing the bank's full-year results to September 30, ANZ chief executive Shayne Elliott said selling off ANZ's financial planning businesses "might be the right thing to do," primarily because "we only have so much capital to allocate and we have ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track ...

ANZ mulls selling wealth business

ALEX BURKE  |  THURSDAY, 3 NOV 2016
... represents less than 10% of our group capital." When asked whether the potential wealth sale would include ANZ's financial planning businesses as well, Elliott said it was a possibility, largely due to the fact that the wealth business is "all integrated." ...

BTFG to combine key research divisions

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
... investments and other products for the use of advisers who provide financial product advice through BT Advice aligned financial planning channels. This includes Securitor Financial Group, BT Select (operating under Magnitude Group), Westpac Financial ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... the Year Award - Simon Lu and Christian Egan, BFF Financial, NSW Practice Growth Award - Whitehorn Polglase Financial Planning, WA Productivity Award - Calder Wealth Management, SA

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career. More than 180 students from universities around Australia participated in teams or as individuals to develop a ...

CBA responds to systemic advice failures

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... refunds with interest will be completed by June 2017. In its response CBA highlighted that in 2014 Commonwealth Financial Planning (CFPL) self-identified and reported to ASIC that some customers might not have received an annual review with their advice ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... is an acute difference between those who have successfully transitioned to a business model based on broad financial planning services, and those who primarily base their value on selecting investments for their clients," Willis said. "The report clearly ...