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Showing 6611 - 6620 of 18271 results for "Plan"

Looking ahead key to flipping bad money habits

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... savings account and are spending all of their income by pay-day. This is supported by the 61% who do not have a dedicated plan for saving and 46% who are living without a weekly budget. As part of the project, Harris undertook an experiment analysing ...

AAT upholds ex-AMP adviser ban

KARREN VERGARA  |  FRIDAY, 7 JUL 2017
The Administrative Appeals Tribunal affirmed ASIC's decision to permanently ban a former AMP adviser. The regulator found Rommel Panganiban from New South Wales prioritised his own interests ahead his clients' with no reasonable basis in giving advice. ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
An investigation by ASIC has forced NAB Group advice licensees to make corrective disclosures to customers. The corporate regulator found that NAB's dealer groups failed to disclose relationships between advisers, licensees, and other members of the ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... professional standards legislation. FPA chief executive Dante De Gori said the response from members to the FPAs 100-point plan, submitted to the Financial Advisers Standards and Ethics Authority (FASEA), has been extremely positive. The 100-point plan ...

Beacon merges with Libertas

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2017
Independent dealer group Beacon Financial Group has joined forces with boutique licensee Libertas Financial Planning. Libertas Financial Planning director Mark Euvard told Financial Standard it will be business as usual for Libertas and that staff will ...

EU markets directive to reshape global alternatives

ALEX BURKE  |  WEDNESDAY, 5 JUL 2017
Half of alternative asset managers with offices outside the European Union will apply the EU's Markets in Financial Instruments Directive (MiFID II) policies globally - for those firms delegating portfolio management to a third country, this figure ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
A platform provider has added two new managers to its separately managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management ...

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
Financial advice firm Announcer Group has officially partnered with one of Australia's fastest-growing real estate services businesses. After three years of working together, Announcer and McGrath Estate Agents formalised a strategic referral partnership ...

Former AFA chief executive joins advice practice

JAMIE WILLIAMSON  |  TUESDAY, 4 JUL 2017
A former Association of Financial Advisers chief executive will assist wealth management firm Stanford Brown with its plans for expansion. Brad Fox, who resigned as AFA chief executive in March after four years in the role, will join Stanford Brown's ...

DomaCom launches affordable housing crowdfunding

ALEX BURKE  |  TUESDAY, 4 JUL 2017
DomaCom is partnering to launch a new crowdfunded investment vehicle, this time focusing on "resort-style" affordable housing for retirees. The partnership with Akuna Lifestyle Estates will see eight stages of development over three to four years to ...