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Showing 2101 - 2110 of 4097 results for "financial planning"

ASIC admits wrongdoing in Senate hearing

LAURA MILLAN  |  FRIDAY, 11 APR 2014
... performance in dealing with allegations of poor advice, document forgery and fraud within Commonwealth Bank's financial planning unit. ASIC commissioner Peter Kell admitted that "it took us too long to move to the next step" when it became apparent that ...

FPA announces winners of research grants

LAURA MILLAN  |  THURSDAY, 10 APR 2014
The Financial Planning Association (FPA) has announced the two winners of the inaugural Financial Planning Education Council (FPEC) university research grants. A team from Griffith University and a consortium of academics from Griffith University, University ...

IPA joins calls for LISC reintroduction

MARK SMITH  |  WEDNESDAY, 9 APR 2014
... marginally better than the tax payable by their super fund. Other bodies calling for a rethink include the Financial Planning Association (FPA), the Financial Services Council (FSC), The Association of Superannuation Funds of Australia (ASFA), The Australian ...

ASIC dictates seven-year ban for rogue CBA adviser

LAURA MILLAN  |  MONDAY, 7 APR 2014
The Australian Securities and Investments Commission (ASIC) has banned Commonwealth Financial Planning adviser Jade Zaicew for seven years. Zaicew's banning follows ASIC actions against former CBA advisers Don Nguyen, Ricky Gillespie, Simon Langton ...

FPA calls for clear separation of general and personal advice

LAURA MILLAN  |  FRIDAY, 4 APR 2014
The Financial Planning Association (FPA) asked the Financial System Inquiry (FSI) to review the definitions of general and personal advice over concerns that the terms make it difficult for consumers to distinguish personal advice from product sales. ...

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

Cbus first industry fund to get Lonsec rating

MARK SMITH  |  MONDAY, 31 MAR 2014
... progresses Cbus' FPA Professional Practices referral program pilot which has seen Cbus partnering with the Financial Planning Association (FPA) for the provision of financial advice to Cbus fund members. Cbus chief executive David Atkin said that the ...

PROFILE: Westpac GM of bank financial planning

JAMES FERNYHOUGH  |  MONDAY, 31 MAR 2014
As Mike Chesworth celebrates his 35th anniversary at Westpac, the general manager of bank financial planning looks back at a remarkably varied career in Australia's oldest bank. James Fernyhough reports. Mike Chesworth is an endangered species: he has ...

We did a "pretty good job" in CBA planning case: ASIC

LAURA MILLAN  |  WEDNESDAY, 26 MAR 2014
... commissioner Greg Tanzer believes that the regulator "did a pretty good job" in dealing with the Commonwealth Financial Planning (CFP) case that prompted a Senate inquiry into the overall performance of the regulator. Speaking at the ASIC Forum in Sydney ...

Industry pushes for more consumer protection under FoFA

LAURA MILLAN  |  TUESDAY, 25 MAR 2014
... Advice (FoFA) legislation, which some stakeholders believe will lead to increased consumer protection. The Financial Planning Association (FPA) has repeatedly said that the Coalition's proposed amendments could potentially reintroduce commissions back ...