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Showing 41 - 50 of 243 results for "Planning industry"

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
... are identified we fix them. "We're committed to helping restore customer trust and confidence in the financial planning industry. As part of this, last year we made a number of public commitments to strengthen our business and improve our transparency ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The financial planning industry and financial advisers have largely welcomed the federal government's decision to drop the $500,000 non-concessional cap but argue changes to the system need to stop. Announced yesterday, Treasurer Scott Morrison said ...

Scholarship launched to support female planners

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
... Griffith Business School and SunSuper have partnered to introduce a scholarship to assist women in the financial planning industry. Scholarship recipients will receive $5,000 to put towards their studies and will also be offered either work experience ...

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... throughout the course. "I feel a real sense of pride to have received this award as a woman in the financial planning industry. There are an equal number of women out there who are in need of financial advice, and I think we can bring a lot to the financial ...

Bank love affair with wealth management waning

KERRIE SYDEE  |  MONDAY, 16 MAY 2016
... produced what some have labelled as disappointing results to shareholders. Continued scandal in the financial planning industry coupled with uneasy market conditions has hindered the banks' ability to equally deliver to shareholders and customers, a ...

Advisers not impressed with budget changes

KERRIE SYDEE  |  THURSDAY, 5 MAY 2016
... Midwinter. The survey garnered responses from 103 Australian advice practitioners to develop an understanding of the planning industry's initial responses to this year's budget and how they believe their clients will be affected. The majority, 87.3% ...

Royal Commission disruptive to reforms: FPA

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... implementing significant improvements and that a Royal Commission would further delay improvements to the financial planning industry. FPA chief executive Dante De Gori said: "Australia's financial planning profession has undergone extensive inquiries ...

Midwinter expands with new distribution head

MARK SMITH  |  WEDNESDAY, 27 JAN 2016
... several new positions within the company's sales and support team. "Helen has extensive expertise in the financial planning industry, with 15 years of experience under her belt and considerable management ability. We are so excited to have her passionate ...

NAB pays $1.7 million in compensation

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... independent customer advocate. "We're committed to helping restore customer trust and confidence in the financial planning industry," said NAB Wealth group executive Andrew Hagger. "As part of this, we're taking a detailed look at our advice business ...

Australian Unity acquires four practices

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... "Australian Unity provides advisers with a holistic service," he continued. "We have a team of experienced financial planning industry experts who deliver a high level of support to our advisers in the technical, asset allocation, investment research ...