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Showing 1931 - 1940 of 4097 results for "financial planning"

Government says no to CBA Royal Commission

LAURA MILLAN  |  FRIDAY, 24 OCT 2014
... not accepted a recommendation by the Senate Economics Committee to open a Royal Commission to investigate the financial planning scandals within Commonwealth Bank (CBA). The government has issued a two-page response to the 61 recommendations put together ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... Financial will be subject to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to all advisers and licensee staff in supervision and monitoring roles. ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
The Financial Planning Association (FPA) chair Matthew Rowe has ended his two year term at the head of the organisation's board and will be replaced by Tupicoffs financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
Countplus financial planning group subsidiary Total Financial Solutions (TFS) has added two advice practices to its network and acquired a 49% interest in a third firm. A Sydney-based specialist personal insurance advice business will join TFS this ...

Adviser Ratings website to launch paid options

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... and invited his clients to rate him on the site. "Anything that allows people to have more exposure to what financial planning is about is a good thing," he said. To populate his profile, Bingham filled a form with information about his business' compliance ...

FPA appoints new CRC Chair, rolls out education standards

STAFF WRITER  |  WEDNESDAY, 15 OCT 2014
The Financial Planning Association of Australia (FPA) has appointed a new Chair of its Conduct Review Commission (CRC) and rolled out a proposed Education and Professional Standards Framework to the Parliamentary Joint Committee (PJC) Inquiry. The FPA ...

New tech can't beat face-to-face advice meetings

MARK SMITH  |  TUESDAY, 14 OCT 2014
... employees, including the nation's nurses, police and teachers. State Super Financial Services general manager of financial planning, Sean Bradley, said the research showed the initial formation of trust and demonstration of value are critical in establishing ...

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
... a Certified Financial Planner (CFP), Fellow Chartered Financial Planner Practitioners (FChFP) or Masters of Financial Planning (MoFP). BT also launched 'Advice Commitment', a short statement that explicitly sets out the standards a client should expect ...

Senior van Eyk executive joins independent advice firm

MARK SMITH  |  MONDAY, 13 OCT 2014
... for a buyer. In his new role Vaiente will be responsible for supporting the expansion of the group's national financial planning footprint and service offering to Australian high net worth clients. Managing director John McMurdo reiterated the company's ...

CBA receives 4200 requests for advice review

JAMES FERNYHOUGH  |  MONDAY, 13 OCT 2014
Approximately 4,200 customers of Commonwealth Financial Planning (CFP) and Financial Wisdom have applied to have advice they received reviewed by the Commonwealth Bank's (CBA's) Open Advice Review program. This figure represents around 1% of customers ...