Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1841 - 1850 of 4097 results for "financial planning"

Mercer becomes first FPA accredited salaried firm

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... advice practices have become the first salaried adviser firms to be accredited Professional Practices by the Financial Planning Association (FPA). The FPA's accreditation is designed to recognise high-calibre financial planning practices that qualify ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... diversify their value proposition to allow clients to transition from limited to comprehensive advice over time. "Financial planning businesses need to consider developing a multi-pronged advice delivery approach to both help attract and retain clients," ...

NAB too big to change culture overnight: Thorburn

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
... in such large organisation "probably takes five, 10 years," in light of the regulator's concerns about its financial planning arm. Thorburn noted that NAB is a "large, complex international organisation with many products, 43,000 people, 900 stores and ...

Fiducian adds four advice practices to network

LAURA MILLAN  |  MONDAY, 16 MAR 2015
Fiducian Group has incorporated four financial planning businesses to its franchise network, with an aggregate of $81 million in funds under advice. Fiducian did not reveal the names or locations of the practices, but in a statement to the Australian ...

AMP practice to pay $10,200 penalty

LAURA MILLAN  |  THURSDAY, 12 MAR 2015
A financial planning practice licensed under AMP-owned Charter Financial Planning has been fined with $10,200 for misleading advertising. Victoria-based Australian Financial Planning Solutions (AFPS) has been hit with $10,200 in penalties after the ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
The Financial Planning Association's (FPA) Certified Financial Planner (CFP) program has attracted 700 students this semester, following the rise in adviser education standards in most large dealer groups. "The volume of enrolments to the program this ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ...

Spring lists on ASX

MARK SMITH  |  TUESDAY, 10 MAR 2015
... According to the ASX, the company raised approximately $4,450,000 in its initial public offering. Spring provides financial planning, wealth management, insurance, superannuation and tax and accounting services. It has assets under advice in excess of ...

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused on investments screened for "environmental, social, governance and ethical factors". Members include Ethical ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... non-aligned dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired SFG Australia and CUA Financial Planning, Clearview took over Matrix Planning Solutions and Spring Financial bought Pink Diamond Financial Group and Moneytree Partners ...