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Showing 2171 - 2180 of 4097 results for "financial planning"

FPA expects TASA to require "massive" efforts

LAURA MILLAN  |  WEDNESDAY, 4 DEC 2013
The Financial Planning Association (FPA) expects the advice industry and the Tax Practitioners Board (TPB) to go through "a massive matching process" to determine competency requirements for advisers under the Tax Agent Services Act (TASA). FPA chief ...

Inquiry recommends MRRT and LISC be scrapped

MARK SMITH  |  TUESDAY, 3 DEC 2013
... LISC. "Where there's a will there's a way," ISA chief executive David Whiteley said. "The superannuation and financial planning industries were unanimous in their view to the Senate Economics Committee that the LISC should be retained. "The proposed ...

YBR to service corporate super group clients

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... venture agreement with Super Advice Services that will allow it to provide advice and products in home loans, financial planning, insurance, savings and personal finance. YBR will begin working with Super Advice Services' clients in Sydney immediately ...

Canberra adviser rolls out pilot project to engage GenYs

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... financial adviser based in Canberra has come up with Cashflow Coach, a pilot program designed to engage GenYs in financial planning. Cashflow Coach, which has been designed by financial adviser Michael Miller, gathers about 10 young people together once ...

OneVue appoints senior distribution executive

MARK SMITH  |  MONDAY, 2 DEC 2013
... Wales and the Australian Capital Territory. He also worked at Citibank Wealth Management where he was head of financial planning and Citicorp Investment Limited where he was regional business manager. The appointment comes on the back of OneVue merging ...

Van Eyk appoints acquisitions specialist

MARK SMITH  |  FRIDAY, 29 NOV 2013
... and recruitment. Vaiente has over 15 years' experience in business development, mergers and acquisitions of financial planning practices and planner recruitment and has held roles with IPAC Securities, ANZ's OnePath and Zurich. He will focus on building ...

Government to discuss alternative funding for LISC

MARK SMITH  |  THURSDAY, 28 NOV 2013
... generally and on our own members, we submit that we should work very hard to find an alternative," she said. The Financial Planning Association (FPA) and the Financial Services Council (FSC) have also made submissions to the committee calling for a rethink ...

ING Direct to target advisers with new model

LAURA MILLAN  |  THURSDAY, 28 NOV 2013
... of Third Party Distribution Mark Woolnough said the appointment will further build the bank's profile in the financial planning industry. "Charles is incredibly well-known and respected in the industry so we're privileged to have his insight and experience ...

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ...

Accountants cautious to enter advice space

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
... "Accountants will not be rushing into limited AFSLs," the Institute of Chartered Accountants Australia (ICAA) head of Financial Planning Hugh Elvy told Financial Standard. The latest figures from the Australian Securities and Investments Commission (ASIC) ...