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Showing 1641 - 1650 of 4097 results for "financial planning"

Joyce Phillips leaves in ANZ restructure

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... specifically, ANZ Private Bank will report to ANZ group executive Australia Fred Ohlsson; distribution (including ANZ Financial Planning) will move under retail distribution and report to managing director, retail distribution Catriona Noble. Wealth ...

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
The new Financial Planning Association's new chief executive has commenced his appointment, succeeding Mark Rantall. Formerly general manager of policy and conduct since 2010, Dante De Gori was announced as Rantall's successor in November 2015; and ...

Fiducian reports solid funds under management growth

MARK SMITH  |  MONDAY, 22 FEB 2016
... three key, but separate revenue-generating business activities: platform administration, funds management and financial planning," Fiducian Group founder and managing director Indy Singh said. "Accounting/Business Services and IT are the other two business ...

Behavioural coaching is the best route to 'adviser alpha'

MARK SMITH  |  FRIDAY, 19 FEB 2016
... according to Vanguard head of investment strategy group Asia Pacific, Jeff Johnson. Addressing an audience of financial planning and accounting professionals at the SMSF Association National Adviser Conference, Johnson said that over the last 30 years ...

LIF expected before parliament this week

ALEX BURKE  |  THURSDAY, 11 FEB 2016
... Financial Advisers chief executive Brad Fox, who participated in the development of the LIF along with the Financial Planning Association of Australia and Financial Services Council, has maintained that any clawback provisions beyond a year are "punitive". ...

Advice GM leaves ANZ

ALEX BURKE  |  TUESDAY, 9 FEB 2016
... Barrett, who has since formed AZ Next Generation Advisory. Younger was responsible for the operations of ANZ Financial Planning and all aligned dealer groups. Prior to ANZ, Younger was the general manager of Commonwealth Financial Planning. He held a ...

Jobs at risk from second machine age

MARK SMITH  |  MONDAY, 8 FEB 2016
... advancements whilst also getting the benefits of their incumbency." Fears that robo-advice would carve out jobs in the financial planning sector also appear to be dissipating as the industry faces up to the pace of technological change. Financial planning ...

DomaCom raises $8m in pre-IPO capital

DARREN SNYDER  |  FRIDAY, 5 FEB 2016
... to pool together and buy large properties, such as the self-managed super fund (SMSF) market. More than 35 financial planning dealer group investment committees have agreed to put the DomaCom fund on their approved product list.

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
Software provider AdviserLogic has launched AdviserLogic 2.0, the next iteration of its financial planning platform. The primary changes to the software appear to be focused on enhancing user experience, mainly via improving the current user interface. ...

Aviva Investors appoints national account manager

MARK SMITH  |  WEDNESDAY, 3 FEB 2016
Aviva Investors has appointed a financial planning business director to its Australian wealth management business. Karl Linder joins as national account manager for Australasia. Based in Melbourne, he will report to head of business development Brett ...