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Showing 2331 - 2340 of 4097 results for "financial planning"

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... ensure it is fully compliant with the new Future of Financial Advice (FoFA) reforms, as well as helping other financial planning organisations meet the 'best interest' and 'know your client' requirements of FoFA," EQT head of Private Wealth Services ...

Latest Financial Standard issue available on the iPad app

ALICE URIBE  |  MONDAY, 8 APR 2013
... what strategies are set to dominate Australian equities over the next five to 10 years and platform trends in financial planning. Our back page profile is David Anderson, regional managing director at Mercer. You can read them on your iPad by downloading ...

Super changes ease political and financial uncertainty

MARK SMITH  |  FRIDAY, 5 APR 2013
... Vaucluse, paying no capital gains tax and who won't be doing the responsible thing of paying into their super." The Financial Planning Association (FPA) has also welcomed the certainty brought by the announcement and praised the establishment of a specialist ...

Super will improve under Labor: Shorten

LAURA MILLAN  |  THURSDAY, 4 APR 2013
... Services Council (FSC) CEO John Brogden, Australian Institute of Superannuation Trustees (AIST) CEO Tom Garcia, Financial Planning Association (FPA) CEO Mark Rantall, Self Managed Superannuation Funds Professionals' Association (SPAA) CEO Andrea Slattery ...

Islamic finance forum to discuss Shariah growth opps

MARK SMITH  |  WEDNESDAY, 3 APR 2013
... continue to issue investment grade Shariah bonds. To benefit from the growing theme, local investment houses and financial planning firms are designing products and developing ways of attracting clients who prefer to invest in Shariah compliant structures. ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
The peak financial planning industry bodies are confident treasury will extend the deferment period of the application of the Tax Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... services more accessible and they have boosted the demand for advice, according to the latest data released by the Financial Planning Association (FPA). Over 26,000 Australians used the 'Find a Planner' directory on the FPA website in February, a 76% ...

Latest Financial Standard issue available on the iPad app

MICHELLE BALTAZAR  |  MONDAY, 25 MAR 2013
... publish our feature report on ethical investing, gathering the views from fund manager Australian Ethical and financial planning group Premium Wealth Management, to name just a couple of ESG investment advocates interviewed for the report. The edition ...

Elders hires WA regional manager

MARK SMITH  |  MONDAY, 25 MAR 2013
Elders Financial Planning has appointed Albert Di Sabatino as regional manager for Western Australia, which it says is an important step in a push for expansion in the region. According to Elders Financial Planning chief executive Helen Lorigan, Di ...

FPA reiterates need for professional qualifications

MARK SMITH  |  THURSDAY, 21 MAR 2013
The Financial Planning Association (FPA) is reminding financial planners through a new marketing campaign that from 1 July 2013 it will be mandatory to hold an approved degree to become a member of the professional association. The advertising campaign ...