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Showing 2081 - 2090 of 4097 results for "financial planning"

BT to manage $1.2 billion for People's Choice

LAURA MILLAN  |  TUESDAY, 20 MAY 2014
... members can now access BT's investment platforms. The credit union will also be able to provide a full range of financial planning and wealth management options in addition to its banking services. People's Choice has a team of more than 30 financial ...

FPA campaigns for a separation of product and advice

LAURA MILLAN  |  MONDAY, 19 MAY 2014
The Financial Planning Association (FPA) has asked the government to create "a surgical cut" between product sales and financial advice. The campaign promotes the inclusion of SoPA -or separation of product and advice- into FoFA -or the Future of Financial ...

CBA forced to review poor compensation methods

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Commonwealth Financial Planning and Financial Wisdom will have to reopen compensation processes for more than 4,000 clients after its methods were found to be inconsistent and disadvantaged customers. The Australian Securities and Investments Commission ...

Queensland advice firm falls foul of regulator

MARK SMITH  |  THURSDAY, 15 MAY 2014
... of supervision, review and audit of their authorised representatives by an ASIC approved, independent senior financial planning expert. This will incorporate the implementation and review of any remedial action plans that are developed to resolve any ...

Cuts to ASIC and ATO push industry to self-regulation

LAURA MILLAN  |  WEDNESDAY, 14 MAY 2014
... registry function will also be sold and proceeds for the sale will be reinvested in the Asset Recycling Fund. The Financial Planning Association (FPA) general manager of policy and conduct Dante De Gori said that the organisation will be paying "close ...

Budget forces advisers to rethink tax, retirement strategies

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... income will be included in the income test for the Commonwealth Seniors Health Card for new recipients. The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) noted that the government has kept its promise not to make ...

FPA appoints former NAB Wealth exec

JAMES FERNYHOUGH  |  TUESDAY, 13 MAY 2014
The Financial Planning Association (FPA) has appointed Tom Reddacliff to the new role of general manager, member growth and marketing. Reddacliff moves to the FPA after many years at the National Australia Bank group, holding positions both at NAB and ...

Equip to launch pension version of MySuper

JAMES FERNYHOUGH  |  FRIDAY, 9 MAY 2014
... Employer Engagement Symposium, Press said the MyPension product would automate something Equip already does in its financial planning business. "If you come to Equip and buy your MyPension product from us, we will set you a 7% income draw for as long ...

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
... the conflicted remuneration provision. But Monash University associate professor Paul Latimer said that "the financial planning industry should embrace the best interests duty and its catch-all as an opportunity to take one more step towards professionalising ...

Blue Sky launches first listed investment company

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
... institutional investors," he said. "The Blue Sky Alternatives Access Fund is removing these barriers and providing financial planning, private wealth, SMSF and retail investors with a simpler way to get exposure to Blue Sky's managed alternatives." In ...