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Showing 541 - 550 of 1758 results for "Financial Planners"

FSC advice regulation plan leaves AMP cold

LAURA MILLAN | THURSDAY, 25 SEP 2014

... FSC's proposal to establish an independent body to oversee education levels and professional standards for financial planners." The Financial Planning Association (FPA) chief executive Mark Rantall rejected the idea and said that "we've got more regulation ...

HESTA appoints general manager of member advice

LAURA MILLAN | THURSDAY, 25 SEP 2014

HESTA has appointed a general manager of member advice to coordinate its team of superannuation financial planners that provide one-on-one personal advice to members. Tracee Mulvihill started in the role on July and is general manager along with Megan ...

Ratings downgrade to trigger hybrid sell-off

MARK SMITH | THURSDAY, 25 SEP 2014

... move, which it flagged in a report last week, may force many fund managers still holding these securities and financial planners to dump the hybrids because they were not allowed to hold investments below investment grade. "A downgrade of the major banks' ...

Dover in search of compliance staff

LAURA MILLAN | TUESDAY, 23 SEP 2014

... March 2014, Dover is Australia's third largest non-institutional dealer group by number of advisers, with 283 financial planners in total and $1,600 million in funds under advice. The dealer group said that its authorised representatives around the country ...

Advisers must attend ethics classes, say ISA and AIST

JAMES FERNYHOUGH | WEDNESDAY, 10 SEP 2014

... and incorporate solid ethics and conduct training in line with other industries such as law and medicine. "Financial planners are providing a service that is just as important - the requirements of the industry should reflect that." The submission compared ...

Ties between product and advice "archaic": FPA

ALICE URIBE | FRIDAY, 5 SEP 2014

... financial product distribution becomes further entrenched with each development in the law and in the regulation of financial planners generally." As a result of this FPA has suggested that the terms 'financial planner', 'financial adviser', and 'financial ...

Bipartisan Senate inquiry to grill financial services again

LAURA MILLAN | FRIDAY, 5 SEP 2014

... victims of unethical or misleading financial advice. The inquiry will analyse mechanisms that would ensure that financial planners found to have breached any law or professional standards in their employment are transparent, for both the sector and consumers. ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH | FRIDAY, 5 SEP 2014

Increasing numbers of financial planners are expressing interest in moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had ...

Higher adviser education should kick off on 2018: FPA

LAURA MILLAN | THURSDAY, 4 SEP 2014

... aspirational, but achievable recommendations outlined in the FPA 10 Point Plan released earlier this year. "When all financial planners are members of a professional association, when all financial planners are listed on a public register, when more ...

Advisers boost practice profitability

LAURA MILLAN | THURSDAY, 4 SEP 2014

... Advice (FoFA) has paid off, as new research shows that practice profitability has gone up in the last year. Financial planners are serving more clients at a lower cost; the latest Investment Trends May 2014 Planner Business Model Report shows. The average ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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