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Showing 1671 - 1680 of 4096 results for "Financial planning"

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 ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... Financial Service Brokers chief executive Paul Tynan asked for the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) to merge. "By having the advice associations merge into a single united body we will reinforce the ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... more to ensure that issuers and distributors of financial products are accountable for their offerings. The Financial Planning Association (FPA) director of policy Dante De Gori welcomed the Government's initiative and said: "Now that FoFA is absolutely ...

Fiducian updates planner software

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
... online features are driven by advisers through the Platform User Group. "For planners using Fiducian's FORCe financial planning system, integration with Fiducian Online and the Fiducian platform will enable them to seamlessly maintain client accounts ...

AZ NGA acquires sixth practice

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... NGA's sixth acquisition, following Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, Financial Lifestyle Partners and Wise Planners. Based in Mildura and formed via the merging of three advice firms ...

Midwinter makes hire ahead of product launch

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
... of enterprise ahead of the release of its new software. Esther Moseley has 15 years of experience within the financial planning space and has specialised in financial planning software. She has worked at Decimal and COIN and her new role at Midwinter ...

Suncorp to drop aligned advice businesses

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
Suncorp Life has announced it will transition out of managing Guardian Advice and Suncorp Financial Planning. The process will take place over the next six months, and the decision was made, according to the company's statement, "in order to simplify ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... time for clients to prove fee disclosure statements to pre-1 July 2013 retail clients from 30 to 60 days. The financial planning sector had long lobbied for these changes, as the initial 30 day period proved to be insufficient for advisers to collect ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... a flaw in an algorithm could lead to "large scale loss" for clients of robo-advice systems. Speaking at the Financial Planning Association (FPA) Congress in Brisbane, ASIC senior executive leader of the financial advisers team, Louise Macaulay, outlined ...