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Showing 2031 - 2040 of 4097 results for "financial planning"

CBA reaction too slow, too little, too late

LAURA MILLAN  |  FRIDAY, 4 JUL 2014
... do recognise that they have apologised," he added, and noted that "for a long period there was denial." The Financial Planning Association (FPA) welcomed CBA's compensation commitment, but called for an increase of education requirements at the bank's ...

CBA's Narev leaves key questions unanswered

LAURA MILLAN  |  FRIDAY, 4 JUL 2014
... conference following the Senate Economics Committee release of a report largely critical of CBA's management of its financial planning businesses. But Narev refused to answer when asked about how many people have been made redundant as a consequence ...

YBR Smarter Money returns 5.0% over June quarter

HARRY PAGE  |  THURSDAY, 3 JUL 2014
... a return rate of 4.3% per annum. Lawler also noted that Smarter Money was beginning to get traction in the financial planning market where advisers are looking for solutions that offer daily account access with competitive risk-adjusted returns. "We ...

FPA calls for industry summit to restore trust in advice

LAURA MILLAN  |  THURSDAY, 3 JUL 2014
The Financial Planning Association is calling for a broad industry summit to ensure that cases of inappropriate advice are "stamped out for good" and to restore community trust in advisers. "We think it's about time the entire industry regulated itself ...

ASIC jails AMP former adviser

HARRY PAGE  |  THURSDAY, 3 JUL 2014
A former authorised representative of AMP Financial Planning has been jailed for 13 years after being convicted for 181 counts of theft. The Australian Securities and Investments Commission (ASIC) has permanently banned former Tina Louise McPhee in ...

CBA opens up compensation review to all advice clients

LAURA MILLAN  |  THURSDAY, 3 JUL 2014
... Australian Securities and Investments Commission (ASIC), which was critical of the bank's management of its financial planning arm and recommended setting up a Royal Commission. When asked if the bank is preparing to the possibility of facing a Royal ...

Inquiry sees spike in demand for legal action against CBA

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
Law firms working to start a class action against Commonwealth Bank's (CBA) financial planning businesses have seen a spike in the number of affected consumers willing to join the legal cause. Maurice Blackburn principal John Berrill and Shine Lawyers ...

TAL nabs ANZ exec for new finance role

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
... private bank and her new role brings together responsibility for strategy development, mergers and acquisitions, financial planning and analysis, and corporate treasury. Pfister will start in her new role this month and will support TAL's chief financial ...

Former NAB execs follow Hartley to Sunsuper

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
... Business Super general manager Michael Mulholland. Mulholland will be responsible for "building on the Fund's financial planning capability and developing and implementing a national sales strategy that will maximise opportunities for Sunsuper to attract ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
... of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously general manager of practice development at IOOF-owned Lonsdale Financial Group. Premium, which ...