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Showing 1611 - 1620 of 4097 results for "financial planning"

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
... group's IT team will target SMAs by enhancing its FASTrack administration platform and Fiducian Online and FORCe financial planning system. "Our focus now turns to ensuring capability to service the SMA market and facilitate faster turnaround of SMSF ...

Paradigm appoints head of operations

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
... Paradigm, but one of the early priorities is to focus on the risk insurance arm of the business - an aspect of financial planning which is particularly close to my heart. "In previous roles I've established risk insurance business units from the ground ...

ASIC bans ex-NAB planner from the industry

ALEX BURKE  |  WEDNESDAY, 27 APR 2016
ASIC has permanently banned a former NAB adviser. Hardik Bhimani was a senior financial planning manager, then a senior financial planner, with NAB Financial Planning from April 2011 to November 2014. It was during this period that ASIC has now accused ...

InterPrac appoints advice manager from Capstone

ALEX BURKE  |  TUESDAY, 26 APR 2016
InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third ...

ANZ makes two senior advice appointments

ALEX BURKE  |  THURSDAY, 21 APR 2016
... Group, and has also held senior roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned financial planning groups. Commenting on the appointment, ANZ Wealth managing director for Australia Alexis George said: "Over the last three ...

Govt change could spell more severe LIF bill: FPA

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
... the recently lapsed Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016, according to Financial Planning Association of Australia (FPA) chief executive officer Dante De Gori. The bill which was slated to be in effect from 1 July ...

Standard Life makes two senior appointments

MARK SMITH  |  THURSDAY, 21 APR 2016
... relationships and an extensive knowledge of the industry. Simon brings with him a wealth of experience across financial planning, superannuation and wholesale distribution nationally which will further strengthen our presence and support to the adviser ...

Government boosts ASIC with $127m package

ALEX BURKE  |  WEDNESDAY, 20 APR 2016
... Medcraft welcomed the news, saying: "This will enable further surveillance and enforcement in areas such as financial planning, responsible lending, life insurance, and misconduct and breach reporting. It will also allow us to build our technological ...

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
The Financial Planning Association of Australia (FPA) has argued that a Royal Commission into financial services would waste millions of tax payer's dollars if it were to include advice. The FPA argues that the industry has undertaken and is implementing ...