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Showing 2311 - 2320 of 4097 results for "financial planning"

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
... Investments Commission (ASIC) in February this year, had 186 advisers Keevers said. According to the research AMP Financial Planning is the biggest group with 1,691 planners, followed by Millennium 3 Financial services with 838 advisers and Commonwealth ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
netwealth has appointed of Lisa Faferko as Financial Planning Services Australia (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial ...

Enshrinement of "financial planner" closer to becoming law

MARK SMITH  |  THURSDAY, 16 MAY 2013
... report and its recommendations and decide whether to proceed with its passage unchanged or make amendments. The Financial Planning Association (FPA) has lobbied for years for the enshrinement of the terms and FPA chief executive Mark Rantall applauded ...

Budget gets nod of approval from industry bodies

JAMES FERNYHOUGH, MARK SMITH  |  WEDNESDAY, 15 MAY 2013
... income streams - both very important factors to help people achieve a comfortable retirement," Vamos said. The Financial Planning Association of Australia (FPA) echoed Vamos' approval of this increase in the contributions cap, which will be extended ...

Equipsuper focuses on 'member experience'

JAMES FERNYHOUGH  |  WEDNESDAY, 15 MAY 2013
... but also ensure a seamless and consistent member experience right through from the contact centre up to the financial planning business," Equipsuper strategic marketing and communications executive officer Geoff Brooks said. The focus on the relationship ...

Elders Rural sale a growth prospect

LAURA MILLAN  |  FRIDAY, 10 MAY 2013
Elders Rural Services (ERS) sale process is "proceeding well," according to Elders Financial Planning chief executive Helen Lorigan. Elders Limited announced the sale process for ERS, one of its main businesses, in late 2012 and considered the sale ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Russell Investments www.qic.com.au QIC www.5oam.com Five Oceans Asset Management Best Website of the Year (Financial Planning) Winner www.amp.com.au AMP Financial Services Finalists www.riadvice.com.au RI Advice www.mlcadvice.com.au MLC www.profinvest.com.au ...

AMP announces national awards recipients

JAMES FERNYHOUGH  |  TUESDAY, 7 MAY 2013
AMP's Charter Financial Planning has announced the recipients of two awards, the Gerald Lippman Perpetual Trophy and the National Value of Advice Award. The winners were chosen from the company's network of 343 financial planning practices across Australia. ...

Mortgage Choice teams up with Allianz to provide insurance

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... its customer proposition by providing financial services and wealth solution before officially launching its financial planning business in the new financial year. The group will refer customers to Allianz for home building and contents insurance, motor ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... taken steps early in the game are already reaping the benefits. Mounting data suggests the next big trend in financial planning will come from the aged care segment of the market, as both the government and the ageing population grapple with the shortage ...