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Showing 2061 - 2070 of 4097 results for "financial planning"

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
... confirmed to Financial Standard that the law firm is now collecting evidence to build cases against the bank-owned financial planning group. The action will allege that inappropriate investment advice was given to more than 3,000 clients of the companies' ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
... its panelists two leading financial advisers, Marshall Brentnall from Evalesco and Bill Bracey from Sydney Financial Planning, alongside Ravi Prasad, a brand and digital strategist. Delaney said that what's emerged from pre-event discussions with panelists ...

Bridges brings another advice business under IOOF umbrella

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
... grow its financial advice footprint after Bridges Financial Services acquired Credit Union Australia (CUA) financial planning division. Bridges, which is owned by IOOF, provides financial planning services to approximately 80% of the mutual industry. ...

Palmer United will hold the key to FoFA approval

LAURA MILLAN  |  TUESDAY, 10 JUN 2014
... fringe party senators will be critical to the approval of the Future of Financial Advice (FoFA) legislation. The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) have begun to lobby the senators, ahead of the Senate ...

Advisers, do not read headlines: Kerr Neilson

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
... Sydney roadshow. "Ignore the headlines, they will not help you very much at all," Neilson said. Speaking at a Financial Planning Association (FPA) roadshow in Sydney this week, Neilson argued that news tend to hit the headlines days or even months later ...

Industry stalwart Tucker takes stake in Westoz

MARK SMITH  |  TUESDAY, 3 JUN 2014
... exploring the expansion of our product set to provide greater opportunities for access to the wider investment and financial planning community." Tucker added: "Westoz has built an impressive base of performance over a number of years now and I believe ...

Crowe Horwath to announce buyout proposal

LAURA MILLAN  |  TUESDAY, 3 JUN 2014
... Australian Financial Review, Findex, which recently acquired Centric Wealth, would also be interested on buying the financial planning and accounting group. At the time, company secretary Bruce Paterson said in a letter to the ASX that "the Crowe Horwath ...

AMP on hunt for new senior researchers after departure

MARK SMITH  |  FRIDAY, 30 MAY 2014
... was responsible for operational and strategic oversight of approved lists for AMP dealer groups including AMP Financial Planning, Hillross Financial Planning, Charter and Genesys. He had been with AMP since October 2009 and the company is currently on ...

CBA does not address "sketchy" info allegations

LAURA MILLAN  |  THURSDAY, 29 MAY 2014
... from ASIC and CBA from May 16, which both organisations had refused to make public. It said that not all CBA Financial Planning and CBA-owned Financial Wisdom customers were offered $5,000 to pay for an independent review of their compensation, that ...

AMP head of corporate super to depart

MARK SMITH  |  THURSDAY, 29 MAY 2014
... role in July 2012 to drive AMP's corporate superannuation strategy. Prior to that she was general manager of financial planning at iPac. She has held a range of senior jobs over nearly 20 years in the financial services industry including positions with ...