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Showing 1951 - 1960 of 4097 results for "financial planning"

Lifeplan appoints national BDM

STAFF WRITER  |  WEDNESDAY, 1 OCT 2014
... that, he was advice quality manager with Colonial First State and a senior financial planner with Commonwealth Financial Planning. Bird holds a diploma of Financial Planning. Lifeplan Funds Management head of specialised product sales Derek Emery said ...

Northstar joins Chan & Naylor joint venture partnership

MARK SMITH  |  WEDNESDAY, 1 OCT 2014
... business to join Chan & Naylor's join venture partnership in 18 months. The partnership gives Northstar greater financial planning and mortgage broking capabilities and also allows it access to the larger company's marketing support, IT, human resources ...

Former van Eyk asset consultants to launch new business

MARK SMITH  |  WEDNESDAY, 1 OCT 2014
... new venture will be headquartered in Sydney and the service is aimed at mid-sized dealer groups and high end financial planning practices. "Our intention is to specialise in the building of portfolios on managed account platforms that maximise transparency ...

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
... "With so many negatives at the moment around institutionally aligned advice, advisers are questioning the best financial planning business model going forward," she explained. "One of the concerns I am hearing from advisers is the perception from their ...

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
... establish an independent body to oversee education levels and professional standards for financial planners." The Financial Planning Association (FPA) chief executive Mark Rantall rejected the idea and said that "we've got more regulation than anywhere ...

FPA rejects FSC adviser regulation plans

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
The Financial Planning Association (FPA) has rejected the Financial Services Council's (FSC) proposal to establish a statutory, independent board to oversee advice, saying that there was no need for further regulation, with the mooted board simply "reinventing ...

Morphic global fund added to the Macquarie Wrap

LAURA MILLAN  |  FRIDAY, 19 SEP 2014
... deliver steady absolute returns for investors. "We are noticing a greater level of sophistication amongst leading financial planning groups in using strategies like ours to complement their low cost, beta exposed global equity positions," Morphic managing ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... Services and Robina Financial Solutions. AFA finalists on the female excellence in advice categories are Bendigo Financial Planning adviser Adrienne Rush, Leapfrog Financial adviser Dominique Bergel-Grant, Kate McCallum from Multiforte Financial Services ...

Ray White to launch financial advice dealership

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
... moving into financial advice with the launch of planning dealership Wealth Market. Describing the business as "a financial planning dealership that aims to change the way financial advice isA perceived by everyday Australians", Ray White will use its ...

AMP finds head of research following key departures

LAURA MILLAN  |  FRIDAY, 12 SEP 2014
... in 2008 she was head of distribution and head of retail at Allianz Global Investors. Milton has a diploma in financial planning and her appointment follows the departure of manager of fund research in the AMP advice team Jeff Poe in May. Poe departed ...