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Showing 1971 - 1980 of 4097 results for "financial planning"

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
... in getting 'quick fix' tips from their financial planners, as opposed to long-term comprehensive advice, the Financial Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign prove that young Australians want advisers ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
ClearView's bid to acquire all of the shares in Matrix's financial planning business would place the combined group among Australia's ten largest advice groups by number of advisers. ClearView and Matrix entered into a merger implementation deed last ...

ISA targets 'sales incentives' in new ad campaign

JAMES FERNYHOUGH  |  MONDAY, 1 SEP 2014
... incentives to financial advisers or other bank staff and are run only to benefit members." He went on: "Despite financial planning scandals at two prominent banks, the banks have successfully lobbied the Government to water down consumer protections ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... accessible to more Australians." The Semi Finalists for the Adviser of the Year Award are: Bill Bracey, Sydney Financial Planning; Catherine Robson, Affinity Private; David Clark, Clark Pacific Financial Services; Eleanor Dartnall, Dartnall Advisers ...

Government tables FoFA bill in House of Reps

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... Future of Financial Advice (FoFA) bill into the House of Representatives, reigniting the political debate around financial planning legislation. The government's move follows the opposition's failed attempt to disallow the proposed changes in a Senate ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
Financial planning group netwealth Advice has completed the stage one build of its overhaul of its technology program. Over the last nine months the group has been improving its Model Office program through its Pathway Licensee Services business. According ...

BT unveils tougher adviser standards

LAURA MILLAN  |  TUESDAY, 26 AUG 2014
... Certified Financial Planner (CFP) designation, a Fellow Chartered Financial Practitioner (FChFP) or a Masters in Financial Planning. Advisers will have five years to complete the task, and they also have the option of holding a financial planning certification ...

CBA looks for plaintiffs to assist in remediation process

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... Economics Committee inquiry unveiled systemic problems within CBA's financial advice businesses Commonwealth Financial Planning and Financial Wisdom. CBA is offering customers an independent assessment of the advice received at no cost and those who ...

NAB gives advisers 3 years to meet tougher standards

LAURA MILLAN  |  MONDAY, 25 AUG 2014
... institutions that are raising the education requirements for their financial planners, following a number of financial planning scandals that have deteriorated the community's trust in advisers. New NAB Financial Planning advisers will need to hold a ...

FPA turns to social media on Financial Planning Week

STAFF WRITER  |  MONDAY, 25 AUG 2014
This year's Financial Planning Week by the Financial Planning Association (FPA) will turn to social media as a strategy to encourage Australians to seek advice. The FPA will be answering to consumers' questions on financial advice through the 'Ask an ...