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Showing 1591 - 1600 of 4096 results for "Financial planning"

Court dismisses ex-AMP planner seeking hold on ASIC ban

ALEX BURKE  |  WEDNESDAY, 25 MAY 2016
... notice in late 2015 relating to concerns about financial services provided to 50 clients while he worked at AMP Financial Planning. After the hearing - which did not conclude with ASIC making a banning order decision - Panganiban sought documentation ...

Insto oligopoly stifling advice M&A activity

ALEX BURKE  |  TUESDAY, 24 MAY 2016
There are still far more buyers than sellers for financial planning businesses due to 85% of licensees being controlled by six institutions, according to Connect Financial Service Brokers chief executive Paul Tynan. Despite what Tynan perceives as a ...

Not-for-profit fund buys StatePlus

MARK SMITH  |  MONDAY, 23 MAY 2016
... super fund is set to acquire StatePlus from State Super, which it says will create the largest member-owned financial planning network in Australia. First State Super (FSS) and State Super have reached a binding settlement agreement with the transaction ...

Banned former CBA planner charged with forgery

MARK SMITH  |  TUESDAY, 17 MAY 2016
A banned former Commonwealth Financial Planning adviser has been charged for forging client documents. Following an ASIC investigation, Gold Coast man Ricky David Gillespie, 38, has appeared in the Southport Magistrates Court on one rolled-up charge ...

MyState appoints technology provider

DARREN SNYDER  |  MONDAY, 16 MAY 2016
... authorised deposit taking Institutions (ADIs), including all four major Australian banks. Rubik's software includes financial planning software, mortgage software, and core banking systems. MyState is an ASX-listed non-operating holding company of MyState ...

PROFILE: Mercer senior partner David Knox

DARREN SNYDER  |  MONDAY, 16 MAY 2016
... Global Pension Index. He explains the continuing development of the index has included working with Certified Financial Planning analysts and the CFA Institute to develop a paper on ideal retirement systems globally. The index alone has reached about ...

Bank love affair with wealth management waning

KERRIE SYDEE  |  MONDAY, 16 MAY 2016
... economy produced what some have labelled as disappointing results to shareholders. Continued scandal in the financial planning industry coupled with uneasy market conditions has hindered the banks' ability to equally deliver to shareholders and customers ...

Research places State Super on top

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
... delivered to our members. StatePlus achieved a mean satisfaction score of 8.6, compared with a result of 6.7 for financial planning services provided by other superannuation funds. "Furthermore, the results showed that our administrator, Pillar Administration ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
Local Government Super (LGS) has appointed former NGS Super head of financial planning to the role of head of advice. Andrew Dunkerley has over 20 years' experience in financial services, including senior roles at NGS Super and Industry Fund Services. ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice, which specialises in advising wealth accumulators and UK expats is run by principal ...