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Showing 2201 - 2210 of 4097 results for "financial planning"

Advisers dismiss Medicare-style advice service

JAMES FERNYHOUGH  |  FRIDAY, 18 OCT 2013
Financial Planning Association (FPA) chair Matthew Rowe has dismissed the idea of introducing a Medicare-style financial planning service, saying it would be too expensive. The idea was put to a panel of advisers and clients at the FPA Inaugural Professionals ...

Advisers need to overcome financial planning stigma

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... industry needs to face the fact that people trust their own financial planner, but they don't have confidence in financial planning as a general concept. The Financial Planning Standards Board (FSPB) United States chief executive Noel Maye said yesterday ...

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
Platinum Asset Management, together with the Neilson Foundation, has launched a new scholarship for financial planning undergraduates, the Financial Planning Association (FPA) has announced. The scholarships will be offered through five Australian universities ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... from Rory Mooney (Wealth By Design), Justine Back (Back to Back Financial Planners), William Bracey (Sydney Financial Planning), Kylie Wright (Ulton Financial Planning) and Mark Rando (Rando & Associates). Speaking at the Great Gatsby themed Gala Dinner ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
The Financial Planning Association of Australia (FPA) has entered what it terms a "landmark agreement" with industry super fund Cbus to begin a pilot professional referral service. The terms of the agreement allow FPA member practices to accept referrals ...

In search of more female advisers

LAURA MILLAN  |  MONDAY, 14 OCT 2013
... was recognising that there aren't enough women working in the financial services industry and, especially, in financial planning. The second, of course, was to find the best way to increase women numbers. But how? Liberate Leadership chief executive ...

FPA reports $1.4 million surplus

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
The Financial Planning Association (FPA) has reported a surplus of $1.4 million for financial year 2012 to 2013. The surplus allows the association to be funded exclusively on membership revenue and without the need for sponsorship or event revenue. ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
Financial planning software COIN has released its latest version, which upgrades its scaled advice capabilities following the complete integration with Provisio. COIN, which is owned by Rubik Financial, aims at providing advisers with a comprehensive ...

International advice meeting to develop new strategies

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
The international Financial Planning Standard Board (FPSB) will look to develop new financial planning strategies during its meeting in Sydney later this month. The FPSB owns the international Certified Financial Planner (CFP) certification program ...

Senate to question ASIC over alleged RBA corruption

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
... actions taken after the collapse of Trio Capital and the reaction to "widespread problems" at Commonwealth Bank financial planning unit. However, the Senate inquiry is looking into ASIC's performance on these and other matters after whistleblowers revealed ...