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Showing 1851 - 1860 of 4097 results for "financial planning"

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... told the media minutes before the hearing. Reports in Fairfax Media of persistent bad behaviour within NAB's financial planning arms have prompted the hearing and brought back calls for a Royal Commission into financial planning and the inappropriate ...

Intergenerational Report shows need for financial advice

ALEX BURKE  |  FRIDAY, 6 MAR 2015
The Treasury's Intergenerational Report highlights the importance of financial advice, according to the Financial Planning Association of Australia. Given that life expectancy at birth is expected to rise by four and three years for men and women respectively ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
IRESS' XPLAN has been rated Australia's best financial planning software in Investment Trends' 2014 Planning Software Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also ...

Accounting businesses drag Countplus profit

LAURA MILLAN  |  FRIDAY, 27 FEB 2015
... company reported. Countplus net profit after tax was $6.08 million, down 10.3%. However, excluding non-recurring financial planning loyalty payments of $1.61 million after tax, consolidated net profit after tax was up 18.5%. "These half-year results ...

Altair AM signs equity mandates

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2015
... Australian equities fund manager Altair Asset Management signed a $30 million managed accounts mandate with a financial planning group in December and an Australian equities mandate with an undisclosed industry super fund. While the Sydney-based fund ...

Nationals pressure Treasury for RC into white collar crime

LAURA MILLAN  |  MONDAY, 23 FEB 2015
... direction." He added that this is because "in our constituencies there are people who have been victims of bad financial planning and failed investment schemes, and they're pressuring for an investigation." Williams believes that "the weight is leaning ...

Law firm targets disgruntled advice clients using Twitter

LAURA MILLAN  |  FRIDAY, 20 FEB 2015
Legal firm Slater and Gordon is using Twitter to ask financial planning clients if they are satisfied with the advice that they have received, and encouraging them to "do something about it." "Do you have concerns about the quality of financial advice ...

AMP boosts self-employed advice channel

LAURA MILLAN  |  THURSDAY, 19 FEB 2015
... were down 146.3% to minus $133 million and assets under management fell 0.4% to $8.5 billion during 2014. AMP Financial Planning remains AMP's largest licensee with 1,727 advisers and $52.5 billion in assets under management. In total, AMP has 3,844 ...

OPINION: The Achilles heel of unbundled services

DARREN SPEIRS  |  WEDNESDAY, 18 FEB 2015
... landscape - including establishment, portfolio administration, accounting and compliance, audit, actuarial, financial planning, research, analytics, modelling and trade execution - has been phenomenal. In practice, the SMSF trustee - or their financial ...

Corporate super adviser body beefs up to face challenges

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... advisers now need to become more efficient and this means that genuine specialists are surviving, but smaller financial planning practices which used to have some corporate super advice on the side can't keep doing it anymore."