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Showing 1881 - 1890 of 4097 results for "financial planning"

FPA sets sights on lifting professional standards

MARK SMITH  |  FRIDAY, 16 JAN 2015
Education and professional standards must be raised if the quality of advice across the financial planning industry is to be consistent, according to Financial Planning Association (FPA) chief executive Mark Rantall. The industry body has labelled 2015 ...

Government repeals Palmer FoFA changes

LAURA MILLAN  |  WEDNESDAY, 17 DEC 2014
... retain grandfathered benefits, regardless of the licensee they move to, fostering greater fairness across the financial planning profession," the Financial Planning Association (FPA) chief executive Mark Rantall said. "The repeal of the SOA changes is ...

FS Advice: Medcraft's appalling speech

LAURA MILLAN  |  FRIDAY, 12 DEC 2014
... the latest edition of the FS Advice newsletter here Last week, ASIC chairman Greg Medcraft's outburst about financial planning got everyone talking. He used the words "absolutely appalling" when referring to the fact that Australian consumers still don't ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
... Commonwealth Bank's wealth management arm. The year started with hundreds of submissions from disgruntled Commonwealth Financial Planning (CFPL) and Financial Wisdom (FW) customers being made public by the Senate Economics Committee inquiry into the ...

ASIC accepts EU from Victorian adviser

HARRY PAGE  |  THURSDAY, 11 DEC 2014
... Professional Investment Services (PIS) representative Seamus O'Brien. O'Brien previously traded as Cambridge Financial Planning in South Yarra before he failed to meet his obligations as a financial adviser. PIS notified ASIC that O'Brien had provided ...

Second Gwen Fletcher award winner named

STAFF WRITER  |  TUESDAY, 9 DEC 2014
A Crowe Horwath financial planner has won the Financial Planning Association's (FPA) second Gwen Fletcher Memorial Award. Amy Early, has been a financial planner for two years and received the award for being the highest achieving student in last semester's ...

SPECIAL REPORT: Financial System Inquiry

ALICE URIBE  |  MONDAY, 8 DEC 2014
... System Inquiry's final report here. The report, which is likely to shape industry and regulatory policy for the financial planning, superannuation and investment management industries for years to come, was delivered by Treasurer Joe Hockey and FSI chair ...

Labor asks for bipartisan consensus on FSI super issues

LAURA MILLAN  |  MONDAY, 8 DEC 2014
... issues relating to the Future of Financial Advice (FoFA) legislation in an effort to lift standards in the financial planning industry. Greens' Senator Peter Whish-Wilson said that "the Murray Inquiry recommendations are a big warning sign to the government ...

ATO cold calling to test SMSF trustees

LAURA MILLAN  |  FRIDAY, 5 DEC 2014
... manager of training and advice Michael Harkin told Financial Standard that "a number of different accounting and financial planning firms have had instances where one of the spouses did pass the test, and the other didn't." He said that on these occasions ...

New FoFA likely to increase advice costs

LAURA MILLAN  |  FRIDAY, 5 DEC 2014
... consultancy firm Radar Results found that 78% of the over 200 advisers questioned thought that the costs of providing financial planning would increase. A total of 86% said that they will spend more time on paperwork and 69% said that they will raise ...