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Showing 1711 - 1720 of 4097 results for "financial planning"

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial Planning, in 2012. ASIC's statement attributed the banning to its ongoing review of life insurance advice, which found that Zelka had ...

AMP advice adds Van Eck ETFs

STAFF WRITER  |  WEDNESDAY, 30 SEP 2015
... Australian Equal Weight ETF and Market Vectors Australian Banks ETF will now be available to advisers at AMP Financial Planning, Charter Financial Planning and Hillross. "We are delighted that AMP has added MVW and MVB to its APL. Our ETFs offer investors ...

Chi-X adds advice, stockbroking market participants

LAURA MILLAN  |  TUESDAY, 29 SEP 2015
A stockbroker and two independent financial planning licensees have joined the Chi-X Australia trading platform. Stockbroker OpenMarkets and advice firms Morgans and Shaw and Partners are now part of the Chi-X platform, which has 34 other market participants. ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... members using Clover's technology in March 2016. Clover was established in 2014 by a team with experience across financial planning, asset management and information technology.

Aussie fintechs sell to grow

DARREN SNYDER  |  FRIDAY, 25 SEP 2015
... digital advice platform, mapmyplan, said it was not attempting to replace financial advisers but rather demystify financial planning. It guarantees never to sell a financial product and goes live in the next month.

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
... late 2014, AZ NGA has acquired Pride Advice, CBA-aligned practices Eureka Whittaker Macnaught and Lifestyle Financial Planning Services, and now FLP. FLP manages over $100 million in assets, employs seven staff and has over 300 clients. The practice ...

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
... assist in getting their Certified Financial Planner, Fellow Chartered Financial Practitioner, or Masters in Financial Planning qualification. "This reinforces our existing relationship with Griffith University, which has an industry-leading reputation ...

New faces to lead financial services policy reform

LAURA MILLAN  |  MONDAY, 21 SEP 2015
... Representatives Standing Committee on Economics from 2013 and was an executive at National Australia Bank (NAB) in 2007. Financial Planning Association (FPA) chief executive Mark Rantall said: "O'Dwyer brings an understanding of financial services to ...

IOSCO releases retail investor education report

ALEX DUNNIN  |  THURSDAY, 17 SEP 2015
... a key strategy for enhancing investor protection, promoting confidence and fostering investor engagement in financial planning and decision-making which will complement other regulatory tools such as supervision and enforcement. The purpose of the report ...