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Showing 1981 - 1990 of 4097 results for "financial planning"

Mortgage Choice booms, invests in planners

AAP AND ALICE URIBE  |  FRIDAY, 22 AUG 2014
... brokers. In its announcement to the ASX the lender said that it would continue to invest in its Mortgage Choice Financial Planning business. "The financial planning business is expected to turn a profit on a monthly basis from next financial year and ...

Movers and shakers

... distribution in 2006. He holds a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma of Financial Planning. Nikko sets up new multi-asset desk in Singapore Nikko Asset Management, the parent company of Tyndall AM, has established ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... qualifications such as a Certified Financial Planner degree, a Fellow Chartered Financial Practicioner or a Masters in Financial Planning. New advisers must complete this qualification within five years of joining an AMP licensee, while existing advisers ...

Perpetual appoints research head from SSgA

STAFF WRITER  |  THURSDAY, 21 AUG 2014
... distribution in 2006. He holds a Bachelor of Commerce from the University of New South Wales and a Graduate Diploma of Financial Planning.

HUB24 acquires dealer group

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... HUB24 retail products to advisers, we will continue to focus on our core business providing white labels to financial planning groups, accountants and stockbrokers whilst also developing and supporting the Paragem business," HUB24 chief executive Andrew ...

Countplus misses profit guidance

ALICE URIBE  |  THURSDAY, 21 AUG 2014
... November 2014. The divided is down from 3 cents. Total net revenue was up 1.1% to $95.83 million on last year. Financial planning revenue was up $13.9% over the period and made up 24.9% of the total net group revenue. "The financial planning revenue ...

Advisers to study for 200 hours under TASA

LAURA MILLAN  |  WEDNESDAY, 20 AUG 2014
... noted that "the lack of a comprehensive education on Australian taxation law is therefore reflected in both the financial planning diploma and advanced diploma course syllabuses examined." It added that advice given by tax financial advisers "extends ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
... US it is a different situation where regulatory barriers have slowed advisers' use of social media, American financial planning commentator Michael Kitces told the summit. "Official guidance has slowed the growth of social media in the US and some large ...

Greens slam CBA executives pay rise

LAURA MILLAN  |  TUESDAY, 19 AUG 2014
... at CBA. The inquiry concluded that poor advice was widespread within CBA's Financial Wisdom and Commonwealth Financial Planning. It unveiled cases of document forgery and a large number of deficiencies in CBA's prior compensation processes. Read all ...

Advice group sues online forum over negative review

LAURA MILLAN  |  MONDAY, 18 AUG 2014
Financial planning firm WCS Group has started legal action against forum website Whirlpool over comments posted by a user named 'homemadecook.' WCS Group is a financial planning and mortgage broking business within NAB-owned dealer group Apogee. As ...