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Showing 1761 - 1770 of 4097 results for "financial planning"

Aligned execs join Fortnum in advice arm restructure

LAURA MILLAN  |  MONDAY, 27 JUL 2015
Fortnum Financial Group has restructured its financial planning business and appointed four executives from IOOF-owned Shadforth Financial Group, Commonwealth Bank and AMP-owned Genesys and Charter Financial Planning. As part of the restructure, Fortnum ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... Generation Advisory (AZ NGA) has acquired two CBA-aligned practices, Eureka Whittaker Macnaught and Lifestyle Financial Planning Services. Similarly, Sydney advice practice Manly Financial Services (MFS) has acquired two advisers formerly with Perpetual ...

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... as an educational tool. And as systems improve, I think something that automates the investment process of financial planning leaves the real personal, specific aspects of financial planning to the adviser - insurance planning, estate planning and transition-to-retirement. ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... offers an induction program which details the regulatory compliance framework. The program also examines the financial planning opportunity and the various, practical options for accountants to offer wealth management advice to their clients. "The new ...

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... Life Insurance Framework agreed upon by the Financial Services Council, Association of Financial Advisers and Financial Planning Association of Australia, the reforms target remuneration structures in insurance advice and the strengthening of financial ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
... (FSC) and Deloitte luncheon in Sydney, CBA boss Narev spoke candidly about the bank's experience during the financial planning scandal. "I haven't found a single person who said, under my leadership and before my leadership, the way the Commonwealth ...

AFA tweaking life insurance framework

ALEX BURKE  |  TUESDAY, 21 JUL 2015
... Association of Financial Advisers is refining aspects of the Life Insurance Framework developed jointly with the Financial Planning Association of Australia (FPA) and Financial Services Council (FSC). The three industry associations reached consensus ...

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
... life insurance policies. As per the recommendations provided by the Association of Financial Advisers (AFA), Financial Planning Association (FPA) and Financial Services Council (FSC) in June, life insurers are now developing fee-for-service products ...

AZ NGA acquires $180m CBA advice firm

ALEX BURKE  |  FRIDAY, 17 JUL 2015
AZ Next Generation Advisory has acquired a 51% stake in Lifestyle Financial Planning Services (LFPS), which was licensed through Commonwealth Bank (CBA) dealer group Financial Wisdom. LFPS was established in 2004, services over 2,000 clients and has ...

More calls for Royal Commission

DARREN SNYDER  |  MONDAY, 13 JUL 2015
Australian Senator John Williams has reiterated calls for a Royal Commission in to the financial planning industry. Williams told ABC he was not satisfied by IOOF's response last week when the company's managing director Christopher Kelaher was asked ...