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Showing 1701 - 1710 of 4097 results for "financial planning"

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... follows AZ NGA's acquisitions of Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services and, most recently, Financial Lifestyle Partners in September. Wise Planners was established in November 2014 and ...

NAB pays $1.7 million in compensation

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... as independent customer advocate. "We're committed to helping restore customer trust and confidence in the financial planning industry," said NAB Wealth group executive Andrew Hagger. "As part of this, we're taking a detailed look at our advice business ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
... has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said, "I am very excited about the opportunity with Affinia and the TAL Group. It became ...

Government to lift advice standards by law

LAURA MILLAN  |  TUESDAY, 20 OCT 2015
... reform, consideration would be given to the Inquiry's recommendation for a level commission structure." The Financial Planning Association (FPA) chief executive Mark Rantall said: "We are delighted that the Government has listened, will consult further ...

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
... business model refers to the company's commitment to have all of its financial planners attain membership with the Financial Planning Association of Australia and receive Certified Financial Planner designation. "StatePlus is front and centre in the ...

Frontier Advisors appoints former Mercer principal

DARREN SNYDER  |  THURSDAY, 15 OCT 2015
... Moloney sees the appointment as an important coup. "David has a deep knowledge of technology solutions and the financial planning and superannuation markets and is strongly placed to support our ambitions in two key strategic areas, namely technology ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
The Financial Planning Association of Australia (FPA) has launched a guide helping its members identify and address common omissions and errors in providing life insurance advice. The FPA's comprehensive Life Insurance Advice guide had input from members ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
... Managed Accounts Forum, Moore observed the growing role of outsourcing in investment administration within financial planning in Australia and the US. She noted that increasingly robust administration technology made planning at the household level far ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
... management and basic client interaction through automation. A key differentiator is the inclusion of basic financial planning questions on top of the standard online risk tolerance assessment. Both sources of information are collated and drawn upon in ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
... Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' Adrian Patty, Duncan ...