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Showing 2241 - 2250 of 4097 results for "financial planning"

Instreet expands online presence

MARK SMITH  |  FRIDAY, 16 AUG 2013
... growth in Twitter and YouTube usage among financial advisers is outstripping that of the wider Australia. "The financial planning industry is embracing the use of technology and accessing a lot more content digitally than ever before," he said. "Use ...

FoFA FDS uncertainty remains

LAURA MILLAN  |  MONDAY, 12 AUG 2013
... meaningful. Fee disclosure statements (FDS) are one of the main issues of concern for financial advisers, the Financial Planning Association (FPA) manager of Policy and Conduct Dante De Gori said. "The FDS will probably have to be legislated to get it ...

Election result to shape the industry: FPA

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
The result of the federal election is critical and will shape the financial services industry for future, Financial Planning Association (FPA) manager of Policy and Conduct Dante De Gori said. The FPA views the September 7 election as a challenge and ...

Accountants ready to access HUB24 platform

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
... square to develop a platform that caters for accountants and tax agents expanding their services to include financial planning," Investorfirst chief executive Andrew Alcock said. Interprac is a long term partner of the NTAA and provides business solutions ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
Financial planning business Wealth Plus Solutions and three other advice practices have joined AMPs adviser dealer group, Genesys Wealth Advisers. The other three practices are Rancie McLean, Frontier Financial Group and Palmer Financial, all of which ...

Future2 becomes FPA charitable foundation

LAURA MILLAN  |  THURSDAY, 8 AUG 2013
The Financial Planning Association (FPA) has formalised an agreement with the Future2 Foundation, which has now become its charitable foundation. Future2 will replace its current tagline with the words 'The Foundation of the Australian Financial Planning ...

Industry asks for stronger consultation after elections

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... implementation challenges" and added that there is still need for some regulatory changes to be approved. The Financial Planning Association (FPA) chief executive Mark Rantall said that the party that wins the election would have to deal with pressing ...

ASIC admits Commonwealth FP investigation was "not adequate"

LAURA MILLAN  |  MONDAY, 5 AUG 2013
Communication with the whistleblowers who revealed poor practices within the Commonwealth Bank Financial Planning (CFP) unit was inadequate the Australian Securities and Investments Commission (ASIC) has admitted. ASIC recently submitted a 18-page document ...

NTAA keen to establish referral relations with advisers

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... bad decisions from advisers "can catastrophically affect consumers." "If you go back to the times when the financial planning industry began, at that time it was about being a professional, recognizing a problem and referring the client to the professional ...

Pro bono advice on rise amid regulatory change

LAURA MILLAN  |  FRIDAY, 2 AUG 2013
... from lost super to life insurance, counseling for children, her will and the budget," he said. O'Leary won the Financial Planning Association (FPA) Future2 Community Service Best Practice Award in 2012 and the association started initiatives on pro bono ...