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Showing 1811 - 1820 of 4097 results for "financial planning"

Morphic added to Macquarie platforms

STAFF WRITER  |  FRIDAY, 15 MAY 2015
... leading global equities long short managers." "We are noticing a greater level of sophistication amongst leading financial planning groups in using strategies like Morphic's to complement their low cost, pure beta exposed, global equity positions with ...

Spring FG acquires robo-advice company

MARK SMITH  |  THURSDAY, 14 MAY 2015
... through its regular seminar programs and its publication of more than 60 eBooks on a diverse range of investment, financial planning and tax & accounting subjects and is central to the Company's successful client recruitment and client service strategies. ...

New initiative to improve women's economic health

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
The Financial Planning Association of Australia (FPA) has announced a partnership with not-for-profit 10thousandgirl in a bid to improve the financial literacy and economic health of women in regional areas. The partnership will see the FPA play an ...

ISA and AIST want changes to professionalism model

DARREN SNYDER  |  WEDNESDAY, 13 MAY 2015
... development of industry codes of conduct. The submission also suggests "a tripartite model for the composition of the Financial Planning Education Council (FPEC) that includes a more appropriate balance of consumer, academic and industry representatives." ...

IFAs to benefit from budget

ALEX BURKE  |  TUESDAY, 12 MAY 2015
... Business Minister Bruce Billson described the changes as a "delicious package". Speaking to Financial Standard, Financial Planning Association general manager for policy and conduct Dante De Gori said the budget proposals for small businesses were "very ...

Age Pension under the spotlight in tonight's budget

LAURA MILLAN  |  TUESDAY, 12 MAY 2015
... hashtag #FSbudget15 Stay tuned for a special budget newsletter wrapping up the superannuation, investment and financial planning aspects of the budget; as well as political and industry commentary.

CCMC chief executive appointed as lead ombudsman

DARREN SNYDER  |  TUESDAY, 12 MAY 2015
... advice, life insurance and superannuation. In a statement the FOS said Smith brings a wealth of experience in the financial planning sector as well as developed relationships with regulators, industry and consumer groups and a significant track record ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
... Industry Regulatory Authority (FINRA), was released on 8 May 2015. Automated investment tools include personal financial planning tools (such as online calculators), portfolio selection or asset optimisation services and online investment management ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... currently include Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities. The group's chief investment officer Kieran Canavan said that Findex is looking to bring certain ...

Barrett in buyout mode, acquires CBA firm

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... ANZ advice director Paul Barrett has acquired Commonwealth Bank-owned Eureka Whittaker Macnaught through his financial planning business AZ Next Generation Advisory (AZ NGA). This is the group's first acquisition, but Barrett confirmed that it is performing ...