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Showing 1911 - 1920 of 4097 results for "financial planning"

FoFA disallowance could put industry into breach of law

LAURA MILLAN  |  WEDNESDAY, 19 NOV 2014
... until defence personnel are offered an increased pay deal was key to giving the majority to the opposition. The Financial Planning Association (FPA) condemned the disallowance, arguing that "this disallowance motion has the potential to put the entire ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... last week. AMP's financial advice network has around 3,800 financial advisers in Australia and includes of AMP Financial Planning, Charter Financial Planning, Hillross, Horizons, ipac and SMSF advice.

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... Canopy Private director Christopher Bates left his job as an authorised representative of AMP-owned Charter Financial Planning to set up his own business. He now operates under non-aligned Madison Financial Group. "There's a growing trend of younger ...

ASIC to watch CBA advisers closely

LAURA MILLAN  |  FRIDAY, 14 NOV 2014
... Commission (ASIC) has appointed a compliance expert to examine the performance of advisers at Commonwealth Financial Planning and Financial Wisdom. KordaMentha Forensic will review past activities by Commonwealth Bank (CBA) advisers and will report to ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
Verante Financial Planning director Liam Shorte has won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship. The FS Smileys Scholarship, proudly supported by Financial Standard's scholarship partner ...

CBA chairman defends compensation program at AGM

LAURA MILLAN  |  THURSDAY, 13 NOV 2014
Commonwealth Bank (CBA) chairman David Turner defended the bank's performance and its reaction to the financial planning scandals in front of shareholders at the annual general meeting in Melbourne yesterday. "We know that saying sorry is not enough ...

Libertas FP to offer SMA portfolios

STAFF WRITER  |  WEDNESDAY, 12 NOV 2014
Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ...

Gold Coast advice firm enters EU over misleading ads

LAURA MILLAN  |  TUESDAY, 11 NOV 2014
Gold Coast-based financial planning and property management business Equanimity Concepts has entered into an enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC). The regulator found that from January 2012 to ...

Higher adviser education standards boost CFP demand

LAURA MILLAN  |  MONDAY, 10 NOV 2014
... following the big institutions' initiative to increase the minimum education standards for financial advisers. The Financial Planning Association (FPA), which provides the CFP certification, said that enrolments of new entrants into the program doubled ...

First Super to vote against CBA board members

LAURA MILLAN  |  MONDAY, 10 NOV 2014
... during this time must be held accountable," First Super chief executive Bill Watson said, in reference to the financial planning scandals at CBA that prompted a Senate inquiry and forced the bank to set up a compensation program. "Aside from the very ...