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Showing 5481 - 5490 of 18266 results for "Plan"

CBA, ASIC move to resolve AFSL conditions

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
ASIC has released the final compliance report on the conditions it placed on Commonwealth Financial Planning and Financial Wisdom in 2014. Commonwealth Bank has paid a further $2.3 million to 232 clients advised by five of its advisers, according to ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... for First Point Wealth Management's service offering. This partnership comes at an exciting time for our organisation as we plan for our next growth phase and look to capture market opportunities. We look forward to supporting First Point Wealth Management's ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
An IOOF-owned dealer group has acquired Bendigo and Adelaide Bank's financial planning business. Bridges Financial Services has entered into a strategic partnership with the bank that will see Bridges take ownership of Bendigo and Adelaide Bank's ...

Chief economist update: EUr next

BENJAMIN ONG  |  WEDNESDAY, 10 APR 2019
Just when we're just a handshake away from a Sino-US trade deal, another war on trade this way comes. US President Donald Trump must be wringing his hands at how he succeeded in making China kowtow - er, compromise - to his demands. Trump's ...

ASIC approves AMP for MDAs

HARRISON WORLEY  |  TUESDAY, 9 APR 2019
ASIC granted AMP Financial Planning approval to deal in managed discretionary accounts. ASIC said it imposed additional license conditions on AMP Financial Planning as a result of approving AMPFP's application to vary its license to provide MDAs. ...

Rice Warner names new chief executive

KARREN VERGARA  |  MONDAY, 8 APR 2019
... clients with Andrew at the helm." Rice Warner chair Jane Paskin said Boal's appointment has delivered a smooth succession plan. "I congratulate Michael on his achievements and look forward to working with Andrew through this next chapter of Rice ...

Financial advice exit a boon for the industry: Poll

KARREN VERGARA  |  MONDAY, 8 APR 2019
The big four banks exiting financial advice received a resounding welcome from the industry, according to a new survey. The majority of respondents (62%) polled in Financial Standard's sister publication FS Advice agreed the move will have positive ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
The government body overseeing the rising education standards in financial advice is welcoming new directors to its board. Australian Financial Complaints Authority board member Elissa Freeman and former Financial Planning Association of Australia director ...

Industry fund adds board directors

ELIZABETH MCARTHUR  |  MONDAY, 8 APR 2019
A $14.5 billion industry superannuation fund has added two new members to its board of directors, which now only comprises 10 seats. CareSuper has welcomed Linda Scott and Robert Potter, following the retirements of long-serving directors Cate Wood ...

Chief economist update: Aussie property price falls become self-fulfilling

BENJAMIN ONG  |  MONDAY, 8 APR 2019
"It's in a delicate situation. In terms of general direction, we're not surprised [prices have fallen]... That said, [the] downturn has been a bit bigger." These were the Australian Financial Review's (AFR) quotable quotes from its exclusive ...