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Showing 211 - 220 of 1758 results for "Financial Planners"

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... incomplete, it would be inappropriate for us to comment any further at this time." CommSec Advisory has about 18 financial planners across Sydney, Melbourne and Perth, according to Rainmaker research. CommSec Advisory is understood to have about $4 billion ...

Dealer group buys bank advice arm

ELIZABETH MCARTHUR  |  MONDAY, 17 JUN 2019
... home lending services from MyState." Singh added that as a part of the acquisition, Fiducian plans to welcome financial planners and support staff from MyState where possible to ensure continuity of service to clients. MyState is an ASX-listed financial ...

FPA moves to improve adviser mental health

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... Gori said that the Royal Commission and related legislative changes now underway have taken a toll on many financial planners. "We are in the midst of extraordinary change as a profession. Higher education standards are forcing many of us to go back ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
... longer be offered to new customers and will be phased out for existing customers over the coming 18 months. ANZ financial planners will communicate the changes to Prime Access during their annual review, ANZ said. The group said it is determined to improve ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... million per annum over 2019 and 2020. Between 2008 and 2017, the group earned $534 million from its salaried financial planners. About 28% is estimated to be refunded. Authorised representatives from Securitor and Magnitude on the other hand received ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... MDA service. The move comes as First Point Wealth Management launches a range of multi-asset portfolios for financial planners, accountants and direct retail investors. "We selected [Managed Accounts Holdings] because they provide a nimble and flexible ...

CPD policy publication deadline looms

KARREN VERGARA  |  THURSDAY, 28 MAR 2019
Financial planners that have yet to publish a CPD policy on their website have less than four days to comply. Licensees have until 31 March 2019 to comply with the Financial Adviser Standards and Ethics Authority's continuing professional development ...

Remediation to hit Westpac earnings

HARRISON WORLEY  |  MONDAY, 25 MAR 2019
... bank's remediation provisions is increased customer refunds for ongoing advice fees charged by Westpac salaried financial planners. The bank increased its initial estimates of instances where records of financial advice were "insufficient for the purposes ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
... writing and referencing guides is also available. "There are many thousands of ethical, professional, committed financial planners around Australia ready to do what it takes to meet FASEA requirements between now and 2024," FPA chief executive Dante ...