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Showing 2121 - 2130 of 4097 results for "financial planning"

FoFA changes to be tabled today

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... some of the amendments to parliament. Dante De Gori, general manager, policy and government relations at the Financial Planning Association (FPA) said he expects the government to introduce the changes both as legislation and regulation. "Our understanding ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... Advice Applications Report. According to the report, XPLAN has achieved the highest benchmark score for any financial planning application in the seven years of the Investment Trends Planning Software Report. Coin and AdviserNETgain followed XPLAN. The ...

Professional planners don't accept commissions: FPA

ALEX DUNNIN  |  WEDNESDAY, 19 MAR 2014
... commissions because the conflicts of interest commissions create cannot be managed, says Matthew Rowe, chair of the Financial Planning Association. "We don't believe that a commission should be payable on any form of investment or superannuation, regardless ...

Dealer group Infocus buys MLC shares, becomes independent

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
... the remaining 25% stake from National Australia Bank's wealth division. It will now focus on acquiring more financial planning practices, but Infocus managing director director Rod Bristow would not reveal the a target number. According to Bristow the ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... firm has approximately $350 million in assets under advice and employs 24 staff across its wealth management, financial planning and accounting businesses. Affinity Wealth Services principal, Keith Jones said the firm's new MDA solution allowed it to ...

BT arms planners with tablets to improve advice

HARRY PAGE  |  THURSDAY, 13 MAR 2014
... financial planners and 395 to planner assistants. Commenting on the plans BT Financial Group general manager bank financial planning, Mike Chesworth said BT was committed to using technology to help more Australians get advice. "This is an exciting development ...

PROFILE: MetLife head of distribution Michael Gooddall

MARK SMITH  |  WEDNESDAY, 12 MAR 2014
... financial services career spanning moreA than thirty years, Michael Goodall has held senior jobs in superannuation, financial planning and banking; but he tells Mark Smith that it was his time away from theA industry that has best helped him put that ...

Advice industry under-prepared for younger client base

MARK SMITH  |  FRIDAY, 7 MAR 2014
... perception that the industry is too sales focused. The two major bodies representing the industry in Australia, the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are aware of the problem and have initiatives in ...

SSFS invests in Standard Life alternative fund

LAURA MILLAN  |  WEDNESDAY, 5 MAR 2014
... investments as part of a different approach to managing and limiting downside risk," Graham said. SSFS is a financial planning group owned by State Super. SSFS has its own investment management team and has been operating since 1990. The GARS fund delivered ...

Compliance costs Aussie advisers $15k versus global peers

MARK SMITH  |  TUESDAY, 4 MAR 2014
... on more profitable tasks and growing the business. "Administration and compliance are a 'necessary evil' for financial planning practices and licensees, particularly when it comes to implementation of the FoFA reforms. However, our research shows that ...