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Showing 1891 - 1900 of 4097 results for "financial planning"

FPA appoints WA chapter chair

MARK SMITH  |  FRIDAY, 5 DEC 2014
The Financial Planning Association of Australia (FPA) has appointed a new chair of its Western Australian chapter. Certified financial planner David Sharpe, of Globe Financial Planning, takes over from Randall Stout. He will support the FPA in ensuring ...

Follow our coverage of the FSI final report on Sunday

ALICE URIBE  |  FRIDAY, 5 DEC 2014
... report after its release on Sunday. The report, which is likely to shape industry and regulatory policy for the financial planning, superannuation and investment management industries for years to come, is expected to be released by Treasurer Joe Hockey ...

AllianceBernstein hires Australia retail sales manager

STAFF WRITER  |  TUESDAY, 2 DEC 2014
... Russell Investments and over 15 years in the industry has been employed by Aviva Australia, ING Australia, AMP Financial Planning and Colonial State Bank. "Ben's market connectivity and consultative approach will be of great benefit as we build on our ...

New Vanguard modelling tool picks global equities to win

STAFF WRITER  |  MONDAY, 1 DEC 2014
... simulations for each asset class, to provide a probabilistic framework to support the beginning of investment and financial planning conversations."

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... joint managing director, with responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs said that the appointment ...

Industry welcomes grandfathering deal

LAURA MILLAN  |  WEDNESDAY, 26 NOV 2014
... unintended consequences of scrapping grandfathering from the Future of Financial Advice (FoFA) legislation. The Financial Planning Association (FPA) chief executive Mark Rantall noted that the move "will ensure competition in the financial industry by ...

Countplus appoints CEO, rejigs board

LAURA MILLAN  |  WEDNESDAY, 26 NOV 2014
... years in the job and will be replaced by Total Financial Solutions (TFS) chief executive. TFS is Countplus' financial planning group subsidiary and its chief executive Phillip Aris will replace Spurr on January 14, 2015. Aris' deputy Marcelo Fernandez ...

FPA shines light on "catch-all" dilemma

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... (FoFA) best interests' duty provision is back, with advisers wondering what it means for their businesses. The Financial Planning Association (FPA) general manager of policy and conduct Dante de Gori and Rockwell Olivier lawyer Peter Bobbin analysed ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
Financial planning software provider AdviserLogic A has appointed a former Associated Advisory Practices (AAP) business consultant as sales manager for New South Wales. Marnie Page will be responsible for driving the growth of the business in NSW and ...

Anne Street Partners beefs up risk and compliance

MARK SMITH  |  MONDAY, 24 NOV 2014
Financial planning and advice firm, Anne Street Partners, has appointed a legal expert from Centric Wealth. Lisa Hayes joins the company as general counsel and head of legal, risk and compliance. In this role she will be responsible for developing ...