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Showing 2041 - 2050 of 4097 results for "financial planning"

Platinum steps up focus on adviser market

MARK SMITH  |  TUESDAY, 1 JUL 2014
The Financial Planning Association (FPA) has revealed that Platinum Asset Management will be its main sponsor for its 2014 Professionals Congress in Adelaide in November. In an interview with Financial Standard in April, Platinum co-founder and managing ...

CBA needs to"lift its game": Treasurer

LAURA MILLAN  |  MONDAY, 30 JUN 2014
... Commonwealth Bank (CBA) needs to "lift its game" and added that the bank has handled the scandals within its financial planning businesses and the Senate investigation "appallingly." Hockey spoke this weekend at the Liberal Party's federal council, which ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... for two and a half years, and she left the business to pursue another opportunity. The group has appointed Financial Planning Services Australia (FPSA) executive Peter Boston as head of advice development. In this new position, Boston will oversee the ...

ASIC changes depend on the government: Medcraft

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... term." However, he admitted that the regulator's failure to address planner misconduct within Commonwealth Bank financial planning division "was not an issue of resources, our trust was misplaced." Medcraft said that ASIC has "30 staff looking to monitor ...

Inquiry has Macquarie Private Wealth in its sights

MARK SMITH  |  FRIDAY, 27 JUN 2014
... Macquarie was not available for comment. Jeff Morris, the whistleblower at the heart of the Commonwealth Bank financial planning scandal, has warned that the recently published findings of the Senate Economics Committee inquiry are "just the tip of the ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... the bank responded in a written statement. "The Group takes very seriously the past events in [Commonwealth Financial Planning] CFP and [Financial Wisdom] FWL. The Group has worked openly and transparently with the Senate Committee and ASIC throughout ...

Senate report, a turning point for advice industry

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... Economics Committee report stressed the need for dramatic changes in the way the advice sector operates. The Financial Planning Association (FPA) said that "Australia's complex financial system demands robust legislation, a strong and effective regulator ...

Senate inquiry reccommends Royal Commission into CBA

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... judicial inquiry or a Royal Commission to examine the cases of adviser misconduct within the Commonwealth Bank financial planning businesses. This is one of the 61 recommendations that the Economics Committee has outlined in a 553-page report that gathers ...

Treasury contemplates TASA relief for experienced advisers

LAURA MILLAN  |  THURSDAY, 26 JUN 2014
... advisers over the past eight years, and need to be a member of a professional body recognised by the TPB. The Financial Planning Association (FPA) chief executive Mark Rantall welcomed the exposure draft and said that the relief for experienced planners ...

Health and wealth go hand in hand: Survey

MICHELLE BALTAZAR  |  THURSDAY, 26 JUN 2014
... can be the right tonic for their long-term financial ails. Senior financial planner Michal Bodi from Sydney Financial Planning is a big fan of behavioural finance. He says clients are more likely to sort out their finances - and healthcare worries - ...