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Showing 1921 - 1930 of 4097 results for "financial planning"

Winners of advice research grants revealed

STAFF WRITER  |  FRIDAY, 7 NOV 2014
The Financial Planning Education Council (FPEC) has awarded the 2015 FPEC academic research grants to academics from Deakin University and the University of Western Sydney (UWS). Recipients of the grants will be awarded $5,000 each to support the research ...

Spring FG set to launch IPO

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... the company to list on the Australian Securities Exchange (ASX) in January 2015. Spring currently provides financial planning, wealth management, insurance, superannuation and tax and accounting services. It has assets under advice in excess of $330 ...

Paul Barrett resurfaces in partnership with Italian manager

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
Former ANZ managing director of advice and distribution Paul Barrett has established a financial planning business partly-owned by Italian independent asset manager Azimut. Barrett is now the chief executive officer of Next Generation Advisory (NGA) ...

Lonsec acquires van Eyk's iRate business

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
... currently in liquidation. The acquisition confirms Lonsec's strategy to fast track their technology offering to the financial planning and fund manager markets. "The acquisition of iRate will not only allow us to showcase our research to the current ...

netwealth dealer group expands to Canberra

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states. Empire Financial Planning has funds under advice of approximately $100 ...

CBA appoints litigators as customer advocates

LAURA MILLAN  |  MONDAY, 3 NOV 2014
... initiative is part of CBA's program to compensate victims of advice given by financial planners at Commonwealth Financial Planning and Financial Wisdom. CBA also announced "an extension of the customer contact element of the program," but said that details ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... order): Dominique Bergel-Grant, financial planner & founder, Leapfrog Financial Michal Bodi, partner, Sydney Financial Planning Amanda Cassar, advisor director, Wealth Planning PartnersA A A A Steve Crawford, owner & senior wealth adviser, Experience ...

Cormann to welcome cyclist advisers at FPA conference

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
... for 1,050 km -from Melbourne to Adelaide via the Great Ocean Road- will be greeted at their arrival by the financial planning community and by guest of honour, Senator Mathias Cormann. Cyclists will complete a seven-day journey from November 13 to 19 ...

Arthur's back. Wait, no he's not

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  FRIDAY, 24 OCT 2014
... Australian Securities and Investments Commission for Australian Financial Services licensees by $5 to $44. Financial Planning Association boss Mark Rantall said it was a "big step" in the right direction. "When you go to a financial planner you have ...

Funding for the government's adviser register unclear

LAURA MILLAN  |  FRIDAY, 24 OCT 2014
... person that clients call when their financial stability is at risk." The Financial Services Council (FSC), the Financial Planning Association (FPA), the Association of Financial Advisers (AFA) and the SMSF Professionals' Association of Australia (SPAA) ...