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Showing 5781 - 5790 of 18266 results for "Plan"

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
Commonwealth Bank will refund unauthorised advice fees charged to dead customers and rebate all grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has ...

Schroders, Lloyds mull wealth venture

KARREN VERGARA  |  TUESDAY, 9 OCT 2018
Global investment manager Schroders is in talks with Lloyds Banking Group Plc to take on the wealth management sector in the UK. A Schroders spokesperson confirmed that Schroders "is in discussions with Lloyds Banking Group plc with a view to working ...

Chi-x opens up access to tech darling Apple

KANIKA SOOD  |  MONDAY, 8 OCT 2018
Alternative stock exchange Chi-x is giving Aussie investors access to international tech stock Apple in partnership with Deutsche Bank. Deutsche Bank has issued a security called transferable custody receipts (TraCRs) that will give Aussie investors ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals ...

Fidelity launches active ETF

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... Fidelity had been mulling over the launch for over two years. The company has 11 strategies and mFunds in Australia. "We plan to continue our ASX-listed mFunds as well," Devoy said. "Part of reason why we were able to launch the ETF so quick was because ...

AMP defends charging dead clients

HARRISON WORLEY  |  THURSDAY, 4 OCT 2018
... inappropriate basis. The wealth manager said it did not assume members who were delinked from a corporate superannuation plan were smokers, saying there is no application of smoker rates. This is despite AMP group executive wealth solutions and chief ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
The Financial Planning Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. Vying for the title of FPA Certified Financial Planner Professional of the Year is ...

ASIC appeal convicts former CBA planner

KARREN VERGARA  |  THURSDAY, 4 OCT 2018
ASIC has successfully helped convict a former CBA financial planner on appeal. ASIC, together with the Commonwealth Director of Public Prosecutions (CDPP), appealed the sentence of former Commonwealth Financial Planning adviser Ricky David Gillespie. ...

Labor Government on the cards: Spot poll

KARREN VERGARA  |  THURSDAY, 4 OCT 2018
... superannuation accounts of women on parental leave among several other measures. Labor leader recently Bill Shorten formulated a plan to add $400 million to the super balances of women in receipt of Commonwealth Paid Parental Leave entitlements. It will ...