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Showing 6971 - 6980 of 18271 results for "Plan"

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
The future of financial advice will not be dominated by robo advisers but instead will be bionic, empowered by continual improvements to technology. Speaking at a media briefing in Sydney, Colonial First State general manager products and investments ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... worked through a project to an outcome." Barr encouraged practices to implement a 'big picture view' when mapping out a career plan, leveraging millennials' interest in community involvement to do so as demonstrated by their level of social media use. ...

ASIC gives green light to FPA fees code

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
ASIC has approved the Financial Planning Association of Australia's Professional Ongoing Fees Code. Announced by FPA chief executive Dante De Gori to over 1000 delegates at the opening of the 2016 FPA Professionals Congress, it is the first code to ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The Financial Planning Association of Australia (FPA) has presented the 2016 FPA Awards at the FPA Professionals Congress in Perth. Tony Sandercock of wetalkmoney was named the FPA Certified Financial Planner Professional of the Year for his efforts ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
The growth of the financial planning industry hinges on a stronger pipeline of young talent joining the ranks - and that requires forging a relationship with them while they are still in school, said FPA chief executive Dante de Gori. "We need to replenish ...

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Minister for Revenue and Financial Services, Kelly O'Dwyer has introduced legislation to mandate professional standards for financial advisers. The Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 includes compulsory education ...

CFSGAM reveals succession plan

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State Global Asset Management (CFSGAM) has announced the succession plan for the role of head of Australian equities growth. Current deputy head of Australian equities growth Dushko Bajic will become head of Australian equities growth ...

L1 capital partners for retail long short fund

ALEX BURKE  |  WEDNESDAY, 23 NOV 2016
L1 Capital has entered a distribution partnership to launch a long short fund to retail investors. The retail class of the L1 Capital Long Short Fund is based on the wholesale version, which aims to achieve a net return of at least 10% over the long-term. ...

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
NAB Financial Planning has announced it will be cutting 55 entry level adviser roles as it looks to "deliver better customer outcomes" and "position the business for future growth". NAB Financial Planning (NAB FP) revealed it will "realign its business" ...

Key board appointment for Sequoia

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2016
Sequoia Financial Group has bolstered its board with a new non-executive director. Sequoia has appointed Garry Crole, managing director of independently owned AFSL, Interprac Financial Planning. Crole will also join Sequoia's governance committee, risk ...