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Showing 2051 - 2060 of 4097 results for "financial planning"

Investors should take responsibility for themselves: Medcraft

LAURA MILLAN  |  WEDNESDAY, 25 JUN 2014
... reports revealed that the regulator had failed to act against cases of misconduct within Commonwealth Bank's financial planning unit. Speaking at an Australian Institute of Company Directors (AICD) event, Medcraft outlined ASIC's deregulatory agenda ...

Young adviser wins first Gwen Fletcher Memorial Award

LAURA MILLAN  |  TUESDAY, 24 JUN 2014
The Financial Planning Association of Australia (FPA) has awarded a young financial adviser the inaugural Gwen Fletcher Memorial Award. Dixon Advisory financial planner Erin Shields took out the award for being the highest achieving student in last ...

IOOF appoints Perpetual exec to head Bridges

MARK SMITH  |  TUESDAY, 24 JUN 2014
... executive, Langton will be responsible for setting the strategy for future growth within Bridges and driving the financial planning business forward in coming years. "Nick's appointment signals the next phase of growth for the Bridges business. His leadership ...

ASIC bans former PIS and AMP advisers

LAURA MILLAN  |  MONDAY, 23 JUN 2014
Former Professional Investment Services (PIS) and AMP Financial Planning advisers have been banned from financial services. The Australian Securities and Investments Commission (ASIC) took action against AMP Financial Planning adviser Roy Whye Wah Moo ...

Advisers applaud "historic" ban on commissions

LAURA MILLAN  |  FRIDAY, 20 JUN 2014
... pleased, we have fought very hard to ensure that trailing commissions were banned from general advice," the Financial Planning Association (FPA) chief executive Mark Rantall said. Rantall spoke shortly after Minister for Finance Mathias Cormann issued ...

Industry marketing leaders receive top MAX Awards

LAURA MILLAN  |  THURSDAY, 19 JUN 2014
... Website of the Year (Superannuation) First State Super www.firststatesuper.com.au Best Website of the Year (Financial Planning) Wealth Enhancers www.wealthenhancers.com.au Best Website of the Year (Wealth or Investment Management) AMP Capital www.ampcapital.com.au ...

AMP axes regional head of advice roles

LAURA MILLAN  |  WEDNESDAY, 18 JUN 2014
The ongoing restructure at AMP has resulted in at least two regional heads of financial planning leaving the group. AMP head of financial planning in Queensland and North New South Wales Bill Justo left as part of the streamlining of the group's top ...

Senate report supportive of government FoFA reforms

LAURA MILLAN  |  TUESDAY, 17 JUN 2014
... overall, "the proposed amendments strike that right balance," but said there is need for greater clarity. The Financial Planning Association (FPA) chief executive Mark Rantall welcomed the report and said that the organisation looks forward to the government's ...

Race among the advice giants: MAX

MICHELLE BALTAZAR  |  MONDAY, 16 JUN 2014
AMP, ANZ Wealth and Commonwealth Bank are the formidable trinity of industry consolidators in financial planning, according to the latest mergers and acquisitions report by Rainmaker. Rainmaker Research has collected data on the mergers and acquisitions ...

Senate FoFA conclusions expected today

LAURA MILLAN  |  MONDAY, 16 JUN 2014
... prompted by the regulator's failure to address cases of bad financial advice within Commonwealth Bank's (CBA) financial planning units. The Committee's conclusions and recommendations from the ASIC inquiry are likely to influence the government's mind ...