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Showing 1741 - 1750 of 4097 results for "financial planning"

SSFS meets client demand for phone advice

ALEX BURKE  |  MONDAY, 17 AUG 2015
... hub" to deliver over-the-phone financial advice based on client research, according to SSFS general manager, financial planning Sean Bradley. Speaking to Financial Standard, Bradley said that in the past, SSFS advice was almost exclusively face-to-face. ...

Titans Fund added to Macquarie Wrap

STAFF WRITER  |  FRIDAY, 14 AUG 2015
... pleased to be added onto the Macquarie Wrap platform which is a leading platform widely used and respected in the financial planning and wealth management industry in Australia," he said.

Fiducian acquires second Sydney practice

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
Fiducian Group has acquired a Sydney-based financial planning business, its second acquisition in one month. Fiducian paid $2.4 million in cash and shares and the financial planners will relocate into the group's premises. The acquisition brings an ...

CBA profit tops $9 billion

DARREN SNYDER  |  WEDNESDAY, 12 AUG 2015
... funds under administration. The bank's expenses increased 5% on the prior year with regulatory compliance and financial planning remediation costs the major drivers. CBA invested $1.2 billion on risk and compliance projects, technology and productivity. ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... with Ernst and Young in a senior client-facing position." He added, "He was also a founding director of a UK financial planning business, and importantly implemented a non-aligned fee for service model which, two decades ago, was not common practice ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... number of advisers and executives from Macquarie's wealth management arm have left the group to join non-aligned financial planning firms. "Our philosophy is to empower and assist our clients to achieve more with their lives," Wrightson said, and added ...

Regulation is not the only answer: Herbert Smith Freehills

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... after deterrence, remediation or punishment? Or all three?" Referring to the recent regulatory changes in the financial planning industry, he said: "Regulators are now talking about regulating the culture of the organisations they supervise. Good luck ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
... institutions are over." Supporting this, Centrepoint's statement noted it is in talks with "a number of large financial planning practices not just about them joining Centrepoint's network, but supporting and de-risking their growth strategy through ...

Crowe Horwath progressing growth ambitions

MARK SMITH  |  TUESDAY, 11 AUG 2015
... looking for more partners to join the firm. "We still have guys out there looking for further acquisitions in the financial planning space so we'll wait and see how that progresses," he said. "The corporate finance side is still growing rapidly and is ...

Australians seeing Centrelink as "life insurance substitute"

ALEX BURKE  |  MONDAY, 10 AUG 2015
... Insurance Scheme and Centrelink as effective substitutes, suggests research commissioned by Zurich and the Financial Planning Association of Australia (FPA). The research, carried out by CoreData, is the basis for the Zurich/FPA Insurance Literacy Index ...