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Showing 1801 - 1810 of 4097 results for "financial planning"

Remuneration has no bearing on advice quality

ALEX BURKE  |  TUESDAY, 2 JUN 2015
... we always have to ask ourselves if this is in the best interest of the client." Bombora has just bought GL Financial Planning (established in 2002) and Prom Country Financial Planning (established in 2003), both are based in Victoria and both specialise ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... Macquarie - macquarie.com Nikko AM - nikkoam.com.au T. Rowe Price - troweprice.com.au Website of the Year - Financial Planning Adrians Chartered Accountants - adriansca.com.au Evalesco Financial Planning - evalesco.com.au Experience Wealth - experiencewealth.com.au ...

Asteron discusses alternative commission structure

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
... practices and see how they are performing. Financial Standard understands that the Financial Services Council, the Financial Planning Association and The Association of Financial Advisers are meeting regularly to discuss a possible joint industry response ...

Groups call for default super fund decoupling

DARREN SNYDER  |  TUESDAY, 26 MAY 2015
... Corporate super representative group CSSA is calling on the industry funds movement to apply its standards of financial planning in the superannuation sector. Recently the Royal Commission into Trade Union Governance and Corruption announced it was seeking ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

UBS hands wealth management business to senior staff

MARK SMITH  |  TUESDAY, 26 MAY 2015
... product offering to suit our clients' investment objectives." In announcing the "difficult" decision to exit financial planning in Australia, UBS global vice chairman for wealth management Alain Robert cited increased regulatory and client requirements ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
With minimum education standards surely now set to rise in the financial planning industry, the Financial Standard team has asked experts to outline what the new rules might look like and the possible routes advisers can take. What qualities will the ...

CFA Societies wants industry professionals to swear oath

MARK SMITH  |  THURSDAY, 21 MAY 2015
... integrity" to guard against the sorts of dubious practices that led to the financial crisis and the recent financial planning scandals. In an open letter to the treasury signed by the presidents of the Sydney, Melbourne and Perth chapters of CFA Societies ...

AMP deflects ASIC attack reports

ALEX BURKE  |  THURSDAY, 21 MAY 2015
Australia's largest financial planning institution, AMP, has distanced itself from reports it's being specifically targeted in an ASIC investigation. Unconfirmed sources suggested AMP had received instruction from ASIC to provide transactional and product ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
The netwealth Advice Group has released its enhanced Model Office financial planning software which is designed to simplify the ease of use of the Iress Xplan software and improve the client experience. Improvements to the software's look and ease of ...