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Showing 1631 - 1640 of 4064 results for "Financial planning"

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
The Financial Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services and Renouf & Partners Financial Planning - are planning to collectively transition $500 million in funds under advice to MDA services offered by Managed Accounts ...

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
CBA has appointed a new general manager, bank financial planning and an independent chair to its advice board. Hugh Humphrey joins CBA from AMP, where he was director, strategy and transformation for the group's advice, bank and corporate super businesses. ...

FPA hires professional standards, advocacy manager

LAURA MILLAN  |  MONDAY, 7 DEC 2015
The Financial Planning Association (FPA) has appointed a professional standards and advocacy manager to strengthen its policy team. Benjamin Marshan was previously associate director of wealth management advisory at KPMG Australia for over a year. Before ...

ING DIRECT inks deal with advice association

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
ING DIRECT has signed a referral deal with one of Australia's top financial planning associations that will benefit customers of its Living Super product. Professional practices which are certified by the Financial Planning Association (FPA) will provide ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... business." NAB Wealth Advice Partnerships operates five aligned licensee businesses - Apogee, Meritum, MLC Financial Planning, Garvan and Godfrey Pembroke - and includes more than 600 self-employed advice businesses, with more than 1100 advisers.

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
... feedback from the AFA and other key stakeholders and will express this concern to Government," he said. The Financial Planning Association also expressed reservations, specifically in regards to the adviser code of ethics. "The FPA is concerned about ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
Over 400,000 superannuation fund members intend to look for intra-fund advice services to meet their financial planning goals, according to Investment Trends research. The estimate is based on Investment Trends' modelling from a survey of 10,367 Australian ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... are to seek advice from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning Standards Board (FPSB) and in conjunction with the Financial Planning Association (FPA). It found that Australians rely less ...

HNW advice group faces licence conditions

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
A financial planning dealer group focusing on high net worth investors is facing having conditions placed on its licence by ASIC following serious breach incidents. Morgans Financial representatives were monitored by ASIC, which identified "a number ...