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Showing 1521 - 1530 of 4096 results for "Financial planning"

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
The Financial Planning Association of Australia is calling on universities and other education providers to develop new programs ahead of the looming professional standards deadline. In partnership with the Financial Planning Education Council (FPEC) ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
... problems are identified we fix them. "We're committed to helping restore customer trust and confidence in the financial planning industry. As part of this, last year we made a number of public commitments to strengthen our business and improve our transparency ...

Former YBR chief exec joins K2 board

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
... senior leadership experience, having also held executive roles at NAB and MLC, where he was responsible for its financial planning business as executive general manager. K2 chairman Campbell Neal described Lawler as an "experienced executive with a strong ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
... great advice to their clients." The 2016 AFA Rising Star of the Year Award finalists are: Peter Hodgson - ANZ Financial Planning Cathryn Gross - The Wealth Network Brent Story - AMP Financial Planning Maritza Kriel - Synchron Gregory Adam Bloom - Yellow ...

PM Capital hires two from BTIM

MARK SMITH  |  THURSDAY, 22 SEP 2016
... joins from BT Investment Management where he was head of wholesale sales, responsible for sales of funds across financial planning dealer groups and professional service firms. Cameron has over 20 years' experience in financial services across banking ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
The Financial Planning Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code. In its latest submission to the FSC the FPA noted that while the current draft has ...

Suncorp appoints new wealth CEO

ALEX BURKE  |  THURSDAY, 22 SEP 2016
... executive general manager advice solutions. Prior to Suncorp, he was state manager for New South Wales at ANZ Financial Planning, having held numerous other roles at ANZ before that. Suncorp chief executive Michael Cameron said Carter "has played a pivotal ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients, allowing advisers to build trust and add value to their clients. "The tool is in ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The financial planning industry and financial advisers have largely welcomed the federal government's decision to drop the $500,000 non-concessional cap but argue changes to the system need to stop. Announced yesterday, Treasurer Scott Morrison said ...

Brown to leave after AFA board re-election

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
... director. An election for Tasmania was not required as current state director, and director of Scanlon Richardson Financial Planning, Matthew Hawkins still has one year to serve of the required two-year period. The new board will assume office at the ...