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Showing 1621 - 1630 of 4097 results for "Financial planning"

CPA granted AFSL

KERRIE SYDEE  |  MONDAY, 18 APR 2016
... APES 230, the accounting profession's standard for members engaged in the provision of quality and ethical financial planning services."

Former CFP GM joins industry super fund

DARREN SNYDER  |  FRIDAY, 15 APR 2016
Former Commonwealth Financial Planning (CFP) general manager Harry Mitchell has signed on as an industry superannuation fund chief executive, joining Mine Wealth + Wellbeing from May. Mitchell led CFP for three-and-a-half years and entered the position ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... towards technology to engage with their advisers, with 71% of Australian respondents listing the use of modern financial planning tools such as self-modelling and automatic portfolio rebalancing as an important factor when selecting an adviser. Twenty ...

Midwinter partners with Licensing for Accountants

WHITNEY FITZSIMMONS  |  TUESDAY, 12 APR 2016
... licence accountants in mind, have been welcomed not only by the accountants themselves, but also by many of their financial planning referral partners." Bowler said there had already been significant interest in the solution, with over 50 accountants ...

Government releases draft life insurance regulations

ALEX BURKE  |  FRIDAY, 8 APR 2016
... arrangements not effectively grandfathered by the Life Act... are explicitly grandfathered in the Regulation." Financial Planning Association professional standards and advocacy manager, Benjamin Marshan CFP(R), welcomed the amendments, saying that "While ...

DeVere chief defends Panama privacy

ALEX BURKE  |  FRIDAY, 8 APR 2016
... those who qualify to do so to use legal international investment products to form part of a robust and sensible financial planning strategy. Another major benefit of such centres include that they allow companies to avoid getting taxed twice on the same ...

Retention key driver behind planner salary increases

KERRIE SYDEE  |  WEDNESDAY, 6 APR 2016
The Dawson Partnership 2016 Financial Planning Remuneration Trends Survey revealed 31% of the 25% of employers increasing remuneration were doing so as part of a retention strategy to retain valued employees. Other key findings from the survey revealed ...

Infocus purchases another advice business

DARREN SNYDER  |  TUESDAY, 5 APR 2016
... Wealth Management. Infocus managing director and chief executive Rod Bristow said the rationale for acquiring financial planning businesses has been part of the group strategy for some time. "It is a natural complement to our extensive national dealer ...

The lucky country may not be so for future generations

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
New research from MLC reveals a third of Australian parents think lack of financial planning will prevent their children from enjoying the same lifestyle as them, with nearly 60% of the 2,000 surveyed saying the next generation will never own their ...

Over 45s lead super MDIOs

DARREN SNYDER  |  THURSDAY, 31 MAR 2016
... the past 12 months we've accredited 528 advisers, launched a national advice referral pilot program with the Financial Planning Association (FPA) and established a Living Super referral program for mortgage brokers," Woolnough said. "These key initiatives ...