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Showing 1651 - 1660 of 4097 results for "financial planning"

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
... Cooney and Richard Owen, AZ NGA chief executive Paul Barrett said "[they] run an outstanding, full service financial planning practice with a strong value proposition for their clients. "They are committed to developing a lifelong relationship with their ...

Midwinter expands with new distribution head

MARK SMITH  |  WEDNESDAY, 27 JAN 2016
Sydney-based financial planning technology provider Midwinter has appointed a new head of distribution. Helen Thom, who was initially hired as a Senior Business Development Manager back in April 2015, has been appointed internally to lead the distribution ...

Australians putting off retirement planning

MARK SMITH  |  THURSDAY, 21 JAN 2016
... should plan for their financial future but procrastinate and give other things priority. The general lack of financial planning is a result of its low priority, particularly up to the age of 45 to 49 where 42.8% still consider that they should plan but ...

Adviser pleads guilty following ASIC sting

ALEX BURKE  |  FRIDAY, 15 JAN 2016
... following an ASIC investigation. Darren Wise was a former representative for a practice known at the time as Financial Planning Services. From 2000 until 2008, he owned the company. Wise conceded he had, between October 1997 and March 2006, created six ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... service as well as the opportunity to opt-in to face-to-face meetings with advisers. "Technology has changed financial planning. Although it presents some challenges, it opens the door to that 70% of the population who otherwise wouldn't - and can't ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... that in order for accountants to provide quality financial advice they would need to "[commit] fully to the financial planning standards and process. "Would you be happy to have a part-time surgeon give you a triple heart bypass?" he asked, adding: "You ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... (AFA) agree that existing financial advisers should be qualified at AQF6 - in line with the Advanced Diploma of Financial Planning rather than an undergraduate degree or AQF7. AFA chief executive Brad Fox said there are financial advisers in the AFA ...

More CBA-aligned advisers under scrutiny

DARREN SNYDER  |  THURSDAY, 17 DEC 2015
Client files of an additional 17 advisers at Commonwealth Financial Planning (CFPL) and Financial Wisdom (FWL) are to be reviewed for potential inclusion in a compensation program. This is the key finding in KordaMentha Forensic's second report on past ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
Future2, the charitable foundation of the Financial Planning Association of Australia (FPA), has appointed Matthew Rowe as chair and added three new directors/trustees. Rowe has been the Future2 chair elect since 2014. He joined the Future2 board in ...

Equip drops super fees

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... the way for the introduction of our automated investment service in the first half of 2016 and expanding our financial planning business," Press said. "Empowering members to make better financial decisions through education and advice will continue to ...